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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
Q3 		$229K Buy
2,238
+2
+0.1% +$212 0.04% 224
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

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
KGP
Keystone Global Partners Denver, Colorado $278M AUM 15.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

Chapin Davis's LQD Position: Q3 2026 in Review

Chapin Davis increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.09% in Q3 2026, buying an estimated $212 and bringing the position to 2,238 shares worth $229K. The position accounts for 0.04% of the portfolio, ranked #224.

Chapin Davis first reported a position in LQD in Q1 2023 and has held it in 15 quarters since. The position peaked at $254K in Q2 2025. 67 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

  • Chapin Davis held 2,238 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $229K as of Q3 2026.
  • Chapin Davis bought 2 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $212.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.04% of Chapin Davis's portfolio in Q3 2026, its #224 holding.
  • Chapin Davis first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2023 and has held it in 15 quarters since.
  • Chapin Davis's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $254K in Q2 2025.
  • 67 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.