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

Fairview Capital Investment 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	$4.2M	Sell	38,523 -1,062	-3%	-$117K	0.23%	67
2025 Q4	$4.36M	Sell	39,585 -195	-0.5%	-$21.7K	0.22%	59
2025 Q3	$4.43M	Sell	39,780 -2,680	-6%	-$295K	0.23%	60
2025 Q2	$4.65M	Sell	42,460 -4,877	-10%	-$523K	0.24%	58
2025 Q1	$5.15M	Buy	47,337 +1,358	+3%	+$146K	0.27%	55
2024 Q4	$4.91M	Sell	45,979 -7,470	-14%	-$817K	0.25%	58
2024 Q3	$6.04M	Buy	53,449 +2,963	+6%	+$328K	0.33%	49
2024 Q2	$5.41M	Buy	50,486 +8,752	+21%	+$934K	0.3%	52
2024 Q1	$4.55M	Buy	41,734 +35,605	+581%	+$3.87M	0.26%	60
2023 Q4	$678K	Buy	+6,129	New	+$638K	0.04%	98

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Fairview Capital Investment Management's LQD Position: Q1 2026 in Review

Fairview Capital Investment Management reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 2.7% in Q1 2026, selling an estimated $117K and leaving 38,523 shares worth $4.2M. The position accounts for 0.23% of the portfolio, ranked #67.

Fairview Capital Investment Management first reported a position in LQD in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.04M in Q3 2024. 1,098 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

Fairview Capital Investment Management held 38,523 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $4.2M as of Q1 2026.
Fairview Capital Investment Management sold 1,062 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $117K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.23% of Fairview Capital Investment Management's portfolio in Q1 2026, its #67 holding.
Fairview Capital Investment Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
Fairview Capital Investment Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $6.04M in Q3 2024.
1,098 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

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