Capstone Wealth Management Group (Pennsylvania)’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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 Q2	–	Sell	-111,478	Closed	-$12.1M	–	100
2026 Q1	$12.1M	Buy	111,478 +8,842	+9%	+$975K	5.09%	4
2025 Q4	$11.3M	Buy	102,636 +4,133	+4%	+$460K	4.74%	7
2025 Q3	$11M	Buy	+98,503	New	+$10.8M	4.65%	6

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Capstone Wealth Management Group (Pennsylvania)'s LQD Position: Q2 2026 in Review

Capstone Wealth Management Group (Pennsylvania) sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026, closing a stake of 111,478 shares — an estimated $12.1M sold.

Capstone Wealth Management Group (Pennsylvania) first reported a position in LQD in Q3 2025 and held it in 3 quarters. The position peaked at $12.1M in Q1 2026. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Capstone Wealth Management Group (Pennsylvania) reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Capstone Wealth Management Group (Pennsylvania) sold 111,478 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $12.1M.
Capstone Wealth Management Group (Pennsylvania) first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2025 and held it in 3 quarters.
Capstone Wealth Management Group (Pennsylvania)'s iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $12.1M in Q1 2026.
1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q2 2026, filed 30 Jul 2026.