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Cary Street Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Cary Street Partners’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 		$350K Sell
30,990
-216
-0.7% -$23.5K 0.01% 762
2026
Q1 		$373K Sell
31,206
-1,429
-4% -$158K 0.01% 664
2025
Q4 		$534K Buy
32,635
+158
+0.5% +$17.6K 0.01% 583
2025
Q3 		$523K Buy
32,477
+1,094
+3% +$120K 0.01% 557
2025
Q2 		$394K Buy
31,383
+308
+1% +$33K 0.01% 612
2025
Q1 		$358K Sell
31,075
-1,304
-4% -$141K 0.01% 608
2024
Q4 		$492K Buy
+32,379
New +$3.54M 0.02% 513

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
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
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Cary Street Partners's LQD Position: Q2 2026 in Review

Cary Street Partners reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.69% in Q2 2026, selling an estimated $23.5K and leaving 30,990 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #762.

Cary Street Partners first reported a position in LQD in Q4 2024 and has held it in 7 quarters since. The position peaked at $534K in Q4 2025. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Cary Street Partners held 30,990 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $350K as of Q2 2026.
  • Cary Street Partners sold 216 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $23.5K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #762 holding.
  • Cary Street Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Cary Street Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $534K in Q4 2025.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.