FCM
LQD icon

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

Family 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
-8,980
Closed -$990K – 106
2025
Q4 		$990K Sell
8,980
-201
-2% -$22.3K 0.44% 45
2025
Q3 		$1.02M Sell
9,181
-722
-7% -$79.4K 0.49% 43
2025
Q2 		$1.09M Sell
9,903
-223
-2% -$23.9K 0.57% 34
2025
Q1 		$1.1M Sell
10,126
-1,141
-10% -$123K 0.68% 31
2024
Q4 		$1.2M Sell
11,267
-1,507
-12% -$165K 0.73% 28
2024
Q3 		$1.44M Sell
12,774
-959
-7% -$106K 0.93% 23
2024
Q2 		$1.47M Sell
13,733
-4,283
-24% -$457K 1% 22
2024
Q1 		$1.96M Sell
18,016
-2,201
-11% -$239K 1.37% 19
2023
Q4 		$2.24M Sell
20,217
-18,992
-48% -$1.98M 1.59% 17
2023
Q3 		$4M Sell
39,209
-1,204
-3% -$127K 2.64% 12
2023
Q2 		$4.37M Buy
40,413
+427
+1% +$46.2K 2.72% 12
2023
Q1 		$4.38M Buy
39,986
+32,708
+449% +$3.54M 1.9% 13
2022
Q4 		$767K Buy
+7,278
New +$762K 0.51% 30

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

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

Family Capital Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2026, closing a stake of 8,980 shares — an estimated $990K sold.

Family Capital Management first reported a position in LQD in Q4 2022 and held it in 13 quarters. The position peaked at $4.38M in Q1 2023. 1,097 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Family Capital Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Family Capital Management sold 8,980 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $990K.
  • Family Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2022 and held it in 13 quarters.
  • Family Capital Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $4.38M in Q1 2023.
  • 1,097 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Family Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.