CX Institutional’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

CX Institutional’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	$5K	Buy	49 +1	+2%	+$109	﹤0.01%	1367
2026 Q1	$5K	Hold	48	–	–	﹤0.01%	1365
2025 Q4	$5K	Sell	48 -574	-92%	-$63.8K	﹤0.01%	1273
2025 Q3	$69K	Buy	622 +616	+10,267%	+$67.7K	﹤0.01%	886
2025 Q2	$1K	Hold	6	–	–	﹤0.01%	1190
2025 Q1	$1K	Buy	+6	New	+$646	﹤0.01%	1178
2022 Q3	–	Sell	-686	Closed	-$75K	–	854
2022 Q2	$75K	Buy	+686	New	+$77.5K	0.01%	601
2021 Q4	–	Sell	-43,886	Closed	-$5.84M	–	676
2021 Q3	$5.84M	Buy	43,886 +582	+1%	+$78.7K	0.48%	58
2021 Q2	$5.82M	Sell	43,304 -12,581	-23%	-$1.66M	0.48%	55
2021 Q1	$7.27M	Buy	55,885 +6,103	+12%	+$812K	0.65%	40
2020 Q4	$6.88M	Buy	49,782 +4,258	+9%	+$580K	0.66%	39
2020 Q3	$6.13M	Buy	45,524 +45,403	+37,523%	+$6.19M	0.66%	43
2020 Q2	$16K	Buy	+121	New	+$15.7K	﹤0.01%	487
2019 Q4	–	Sell	-51	Closed	-$7K	–	756
2019 Q3	$7K	Hold	51	–	–	﹤0.01%	517
2019 Q2	$6K	Buy	+51	New	+$6.13K	﹤0.01%	579
2018 Q4	–	Sell	-63	Closed	-$7K	–	548
2018 Q3	$7K	Buy	+63	New	+$7.26K	﹤0.01%	276

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

CX Institutional's LQD Position: Q2 2026 in Review

CX Institutional increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 2.1% in Q2 2026, buying an estimated $109 and bringing the position to 49 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1367.

CX Institutional first reported a position in LQD in Q3 2018 and has held it in 16 quarters since. The position peaked at $7.27M in Q1 2021. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

CX Institutional held 49 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $5K as of Q2 2026.
CX Institutional bought 1 iShares iBoxx $ Investment Grade Corporate Bond ETF share in Q2 2026, an estimated $109.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1367 holding.
CX Institutional first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2018 and has held it in 16 quarters since.
CX Institutional's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $7.27M in Q1 2021.
1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.