Capstone Investment Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Capstone Investment Advisors’s Portfolio LQD Stock Details LQD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$557M	Buy	5,108,800 +4,408,800	+630%	+$486M	0.97%	16
2025 Q4	$77.1M	Buy	700,000 +150,000	+27%	+$16.7M	0.15%	66
2025 Q3	$61.3M	Buy	550,000 +250,000	+83%	+$27.5M	0.11%	82
2025 Q2	$32.9M	Sell	300,000 -300,000	-50%	-$32.2M	0.08%	101
2025 Q1	$65.2M	Sell	600,000 -150,000	-20%	-$16.2M	0.17%	57
2024 Q4	$80.1M	Sell	750,000 -310,000	-29%	-$33.9M	0.19%	64
2024 Q3	$120M	Buy	1,060,000 +60,000	+6%	+$6.64M	0.36%	37
2024 Q2	$107M	Sell	1,000,000 -236,000	-19%	-$25.2M	0.34%	39
2024 Q1	$135M	Sell	1,236,000 -50,000	-4%	-$5.43M	0.48%	28
2023 Q4	$142M	Buy	1,286,000 +436,000	+51%	+$45.4M	0.43%	30
2023 Q3	$86.7M	Buy	850,000 +150,000	+21%	+$15.8M	0.39%	24
2023 Q2	$75.7M	Hold	700,000	–	–	0.37%	33
2023 Q1	$76.7M	Sell	700,000 -300,000	-30%	-$32.5M	0.39%	24
2022 Q4	$105M	Hold	1,000,000	–	–	0.77%	12
2022 Q3	$102M	Sell	1,000,000 -1,000,000	-50%	-$110M	0.62%	14
2022 Q2	$220M	Buy	+2,000,000	New	+$226M	1.07%	13
2020 Q4	–	Sell	-16,500	Closed	-$2.22M	–	1714
2020 Q3	$2.22M	Buy	+16,500	New	+$2.25M	0.01%	769

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Capstone Investment Advisors's LQD Position: Q1 2026 in Review

Capstone Investment Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2026, closing a stake of 64,001 shares — an estimated $7.06M sold.

Capstone Investment Advisors first reported a position in LQD in Q4 2016 and held it in 24 quarters. The position peaked at $28.6M in Q2 2022. 1,099 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

Capstone Investment Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Capstone Investment Advisors sold 64,001 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $7.06M.
Capstone Investment Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2016 and held it in 24 quarters.
Capstone Investment Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $28.6M in Q2 2022.
1,099 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.