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Chapin Davis’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Chapin Davis’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 		$244K Buy
2,236
+2
+0.1% +$218 0.04% 217
2026
Q1 		$244K Buy
2,234
+1
+0% +$110 0.05% 225
2025
Q4 		$246K Buy
2,233
+2
+0.1% +$222 0.06% 209
2025
Q3 		$249K Sell
2,231
-89
-4% -$9.78K 0.06% 212
2025
Q2 		$254K Buy
2,320
+1
+0% +$107 0.07% 195
2025
Q1 		$252K Buy
2,319
+120
+5% +$12.9K 0.09% 179
2024
Q4 		$248K Hold
2,199
– – 0.08% 189
2024
Q3 		$248K Buy
2,199
+2
+0.1% +$221 0.08% 190
2024
Q2 		$235K Buy
2,197
+2
+0.1% +$213 0.08% 191
2024
Q1 		$239K Sell
2,195
-81
-4% -$8.8K 0.09% 191
2023
Q4 		$252K Buy
2,276
+2
+0.1% +$208 0.11% 174
2023
Q3 		$232K Buy
2,274
+1
+0% +$105 0.11% 163
2023
Q2 		$246K Buy
2,273
+2
+0.1% +$216 0.12% 166
2023
Q1 		$249K Buy
+2,271
New +$246K 0.13% 169

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

Chapin Davis's LQD Position: Q2 2026 in Review

Chapin Davis increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.09% in Q2 2026, buying an estimated $218 and bringing the position to 2,236 shares worth $244K. The position accounts for 0.04% of the portfolio, ranked #217.

Chapin Davis first reported a position in LQD in Q1 2023 and has held it in 14 quarters since. The position peaked at $254K in Q2 2025. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Chapin Davis held 2,236 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $244K as of Q2 2026.
  • Chapin Davis bought 2 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $218.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.04% of Chapin Davis's portfolio in Q2 2026, its #217 holding.
  • Chapin Davis first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Chapin Davis's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $254K in Q2 2025.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Chapin Davis's 13F filing for Q2 2026, filed 7 Jul 2026.