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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
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

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JF
Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
AWMT
AAFMAA Wealth Management & Trust Fayetteville, North Carolina $286M AUM 19.57% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
VIS
Vertex Investment Solutions Chiyoda-Ku $148M AUM
TCM
Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

CoreCap Advisors's LQD Position: Q2 2026 in Review

CoreCap Advisors reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 26% in Q2 2026, selling an estimated $248K and leaving 6,603 shares worth $720K. The position accounts for 0.02% of the portfolio, ranked #462.

CoreCap Advisors first reported a position in LQD in Q4 2021 and has held it in 17 quarters since. The position peaked at $6.09M in Q4 2023. 170 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • CoreCap Advisors held 6,603 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $720K as of Q2 2026.
  • CoreCap Advisors sold 2,274 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $248K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.02% of CoreCap Advisors's portfolio in Q2 2026, its #462 holding.
  • CoreCap Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 17 quarters since.
  • CoreCap Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $6.09M in Q4 2023.
  • 170 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.