CX Institutional
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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
Q3 		$4K Sell
43
-6
-12% -$636 ﹤0.01% 1471
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 +$6.12K ﹤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

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
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Towercrest Capital Management
Towercrest Capital Management Newtown, Pennsylvania $700M AUM 8.37% 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

CX Institutional's LQD Position: Q3 2026 in Review

CX Institutional reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 12% in Q3 2026, selling an estimated $636 and leaving 43 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1471.

CX Institutional first reported a position in LQD in Q3 2018 and has held it in 17 quarters since. The position peaked at $7.27M in Q1 2021. 272 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

  • CX Institutional held 43 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $4K as of Q3 2026.
  • CX Institutional sold 6 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $636.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1471 holding.
  • CX Institutional first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2018 and has held it in 17 quarters since.
  • CX Institutional's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $7.27M in Q1 2021.
  • 272 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.