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Dimension Capital Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Dimension Capital Management’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
Q1 		– Sell
-2,416
Closed -$266K – 129
2025
Q4 		$266K Hold
2,416
– – 0.04% 100
2025
Q3 		$269K Sell
2,416
-97
-4% -$10.7K 0.04% 99
2025
Q2 		$275K Hold
2,513
– – 0.04% 96
2025
Q1 		$273K Hold
2,513
– – 0.05% 89
2024
Q4 		$269K Hold
2,513
– – 0.04% 90
2024
Q3 		$284K Hold
2,513
– – 0.05% 83
2024
Q2 		$269K Hold
2,513
– – 0.05% 87
2024
Q1 		$274K Hold
2,513
– – 0.05% 89
2023
Q4 		$278K Sell
2,513
-698
-22% -$72.7K 0.06% 86
2023
Q3 		$328K Buy
+3,211
New +$339K 0.08% 69
2023
Q2 		– Sell
-1,963
Closed -$215K – 107
2023
Q1 		$215K Hold
1,963
– – 0.05% 89
2022
Q4 		$207K Hold
1,963
– – 0.05% 93
2022
Q3 		$202K Sell
1,963
-112
-5% -$12.3K 0.05% 89
2022
Q2 		$227K Sell
2,075
-271
-12% -$30.6K 0.05% 88
2022
Q1 		$284K Hold
2,346
– – 0.05% 93
2021
Q4 		$311K Buy
2,346
+48
+2% +$6.38K 0.06% 88
2021
Q3 		$306K Hold
2,298
– – 0.06% 86
2021
Q2 		$309K Buy
2,298
+107
+5% +$14.1K 0.07% 85
2021
Q1 		$285K Hold
2,191
– – 0.07% 91
2020
Q4 		$304K Hold
2,191
– – 0.09% 69
2020
Q3 		$295K Hold
2,191
– – 0.09% 78
2020
Q2 		$295K Buy
2,191
+33
+2% +$4.29K 0.09% 79
2020
Q1 		$268K Buy
2,158
+10
+0.5% +$1.27K 0.1% 79
2019
Q4 		$275K Buy
2,148
+97
+5% +$12.4K 0.08% 84
2019
Q3 		$263K Buy
2,051
+7
+0.3% +$882 0.09% 86
2019
Q2 		$253K Buy
2,044
+16
+0.8% +$1.92K 0.09% 93
2019
Q1 		$241K Buy
2,028
+11
+0.5% +$1.27K 0.1% 86
2018
Q4 		$228K Buy
+2,017
New +$227K 0.11% 78

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Dimension Capital Management's LQD Position: Q1 2026 in Review

Dimension Capital Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2026, closing a stake of 2,416 shares — an estimated $266K sold.

Dimension Capital Management first reported a position in LQD in Q4 2018 and held it in 28 quarters. The position peaked at $328K in Q3 2023. 1,105 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Dimension Capital Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Dimension Capital Management sold 2,416 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $266K.
  • Dimension Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2018 and held it in 28 quarters.
  • Dimension Capital Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $328K in Q3 2023.
  • 1,105 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Dimension Capital Management's 13F filing for Q1 2026, filed 15 May 2026.