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

CoreCap 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
Q3 		$670K Sell
6,557
-46
-0.7% -$4.88K 0.02% 479
2026
Q2 		$720K Sell
6,603
-2,274
-26% -$248K 0.02% 462
2026
Q1 		$968K Sell
8,877
-36,554
-80% -$4.03M 0.03% 372
2025
Q4 		$5.01M Buy
45,431
+12,089
+36% +$1.34M 0.17% 112
2025
Q3 		$3.72M Buy
33,342
+3,504
+12% +$385K 0.14% 161
2025
Q2 		$3.27M Sell
29,838
-9,367
-24% -$1.01M 0.13% 147
2025
Q1 		$4.26M Sell
39,205
-4,809
-11% -$518K 0.19% 107
2024
Q4 		$4.7M Sell
44,014
-5,743
-12% -$628K 0.21% 87
2024
Q3 		$5.62M Buy
+49,757
New +$5.5M 0.26% 70
2024
Q2 		– Sell
-41,505
Closed -$4.52M – 2185
2024
Q1 		$4.52M Sell
41,505
-13,550
-25% -$1.47M 0.24% 79
2023
Q4 		$6.09M Buy
55,055
+1,709
+3% +$178K 0.39% 53
2023
Q3 		$5.44M Buy
53,346
+693
+1% +$73.1K 0.39% 54
2023
Q2 		$5.69M Buy
+52,653
New +$5.69M 0.41% 49
2022
Q4 		$369K Sell
3,497
-5,296
-60% -$554K 0.03% 412
2022
Q3 		$901K Sell
8,793
-3,904
-31% -$430K 0.08% 226
2022
Q2 		$1.4M Sell
12,697
-1,615
-11% -$182K 0.11% 152
2022
Q1 		$1.73M Buy
14,312
+196
+1% +$24.4K 0.12% 139
2021
Q4 		$1.87M Buy
+14,116
New +$1.88M 0.12% 136

Other funds holding LQD

Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Summit Financial Consulting
Summit Financial Consulting Sterling Heights, Michigan $136M AUM 9.85% 1-Year Est. Return
AAFMAA Wealth Management & Trust
AAFMAA Wealth Management & Trust Fayetteville, North Carolina $291M AUM 14.48% 1-Year Est. Return
Vision Capital Management
Vision Capital Management Portland, Oregon $882M AUM 19.09% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Cordoba Advisory Partners
Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return

CoreCap Advisors's LQD Position: Q3 2026 in Review

CoreCap Advisors reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.7% in Q3 2026, selling an estimated $4.88K and leaving 6,557 shares worth $670K. The position accounts for 0.02% of the portfolio, ranked #479.

CoreCap Advisors first reported a position in LQD in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.09M in Q4 2023. 267 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

  • CoreCap Advisors held 6,557 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $670K as of Q3 2026.
  • CoreCap Advisors sold 46 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $4.88K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.02% of CoreCap Advisors's portfolio in Q3 2026, its #479 holding.
  • CoreCap Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • CoreCap Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $6.09M in Q4 2023.
  • 267 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.