CI
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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

AWMT
AAFMAA Wealth Management & Trust Fayetteville, North Carolina $286M AUM 19.57% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
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
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $203M AUM 33.06% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return