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Fort Point Capital Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Fort Point Capital Partners’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 		$432K Buy
3,963
+4
+0.1% +$441 0.05% 152
2025
Q4 		$439K Buy
3,959
+465
+13% +$51.7K 0.05% 157
2025
Q3 		$389K Sell
3,494
-96
-3% -$10.6K 0.05% 162
2025
Q2 		$394K Sell
3,590
-1,452
-29% -$156K 0.03% 250
2025
Q1 		$548K Sell
5,042
-409
-8% -$44.1K 0.06% 190
2024
Q4 		$582K Sell
5,451
-24
-0.4% -$2.63K 0.06% 179
2024
Q3 		$619K Sell
5,475
-231
-4% -$25.6K 0.08% 161
2024
Q2 		$611K Buy
5,706
+288
+5% +$30.7K 0.08% 175
2024
Q1 		$590K Sell
5,418
-188
-3% -$20.4K 0.08% 180
2023
Q4 		$620K Sell
5,606
-1,186
-17% -$124K 0.09% 148
2023
Q3 		$693K Sell
6,792
-8,878
-57% -$936K 0.11% 117
2023
Q2 		$1.69M Buy
15,670
+1,436
+10% +$155K 0.24% 66
2023
Q1 		$1.56M Buy
14,234
+872
+7% +$94.4K 0.24% 77
2022
Q4 		$1.41M Buy
13,362
+762
+6% +$79.8K 0.22% 84
2022
Q3 		$1.29M Buy
12,600
+1,178
+10% +$130K 0.22% 83
2022
Q2 		$1.26M Buy
+11,422
New +$1.29M 0.21% 80
2017
Q3 		– Sell
-1,856
Closed -$224K – 144
2017
Q2 		$224K Hold
1,856
– – 0.12% 86
2017
Q1 		$219K Hold
1,856
– – 0.11% 93
2016
Q4 		$219K Sell
1,856
-3,462
-65% -$411K 0.12% 95
2016
Q3 		$655K Buy
5,318
+367
+7% +$45.2K 0.3% 62
2016
Q2 		$608K Buy
4,951
+2,111
+74% +$253K 0.29% 61
2016
Q1 		$337K Buy
+2,840
New +$326K 0.17% 75
2014
Q1 		– Sell
-2,316
Closed -$264K – 46
2013
Q4 		$264K Buy
+2,316
New +$264K 0.2% 29

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

Fort Point Capital Partners's LQD Position: Q1 2026 in Review

Fort Point Capital Partners increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.1% in Q1 2026, buying an estimated $441 and bringing the position to 3,963 shares worth $432K. The position accounts for 0.05% of the portfolio, ranked #152.

Fort Point Capital Partners first reported a position in LQD in Q4 2013 and has held it in 23 quarters since. The position peaked at $1.69M in Q2 2023. 1,096 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Fort Point Capital Partners held 3,963 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $432K as of Q1 2026.
  • Fort Point Capital Partners bought 4 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $441.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.05% of Fort Point Capital Partners's portfolio in Q1 2026, its #152 holding.
  • Fort Point Capital Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2013 and has held it in 23 quarters since.
  • Fort Point Capital Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.69M in Q2 2023.
  • 1,096 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Fort Point Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.