CVA Family Office’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

CVA Family Office’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	$286K	Sell	2,620 -338	-11%	-$36.8K	0.03%	281
2026 Q1	$322K	Sell	2,958 -90	-3%	-$9.92K	0.03%	236
2025 Q4	$336K	Sell	3,048 -15	-0.5%	-$1.67K	0.04%	224
2025 Q3	$341K	Sell	3,063 -90	-3%	-$9.89K	0.04%	217
2025 Q2	$346K	Buy	3,153 +2	+0.1%	+$215	0.05%	210
2025 Q1	$343K	Hold	3,151	–	–	0.05%	202
2024 Q4	$337K	Buy	3,151 +2	+0.1%	+$219	0.05%	204
2024 Q3	$356K	Sell	3,149 -987	-24%	-$109K	0.06%	183
2024 Q2	$443K	Sell	4,136 -119	-3%	-$12.7K	0.08%	148
2024 Q1	$463K	Buy	4,255 +1	+0%	+$109	0.08%	154
2023 Q4	$471K	Sell	4,254 -575	-12%	-$59.9K	0.09%	138
2023 Q3	$493K	Buy	+4,829	New	+$509K	0.11%	126
2022 Q4	–	Sell	-403	Closed	-$41K	–	984
2022 Q3	$41K	Hold	403	–	–	0.01%	411
2022 Q2	$44K	Hold	403	–	–	0.01%	395
2022 Q1	$49K	Hold	403	–	–	0.01%	407
2021 Q4	$53K	Hold	403	–	–	0.01%	351
2021 Q3	$54K	Hold	403	–	–	0.04%	173
2021 Q2	$54K	Hold	403	–	–	0.02%	351
2021 Q1	$52K	Hold	403	–	–	0.02%	271
2020 Q4	$56K	Hold	403	–	–	0.03%	180
2020 Q3	$54K	Hold	403	–	–	0.04%	173
2020 Q2	$54K	Hold	403	–	–	0.04%	159
2020 Q1	$50K	Buy	+403	New	+$51.4K	0.05%	140

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

CVA Family Office's LQD Position: Q2 2026 in Review

CVA Family Office reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 11% in Q2 2026, selling an estimated $36.8K and leaving 2,620 shares worth $286K. The position accounts for 0.03% of the portfolio, ranked #281.

CVA Family Office first reported a position in LQD in Q1 2020 and has held it in 23 quarters since. The position peaked at $493K in Q3 2023. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

CVA Family Office held 2,620 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $286K as of Q2 2026.
CVA Family Office sold 338 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $36.8K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.03% of CVA Family Office's portfolio in Q2 2026, its #281 holding.
CVA Family Office first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2020 and has held it in 23 quarters since.
CVA Family Office's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $493K in Q3 2023.
1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.