Freestone Capital Holdings’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Freestone Capital Holdings’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 Q2	–	Sell	-4,592	Closed	-$500K	–	672
2026 Q1	$500K	Buy	+4,592	New	+$506K	0.02%	340
2021 Q1	–	Sell	-61	Closed	-$8.44K	–	790
2020 Q4	$8.44K	Hold	61	–	–	﹤0.01%	890
2020 Q3	$8.23K	Buy	+61	New	+$8.32K	﹤0.01%	784

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Freestone Capital Holdings's LQD Position: Q2 2026 in Review

Freestone Capital Holdings sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026, closing a stake of 4,592 shares — an estimated $500K sold.

Freestone Capital Holdings first reported a position in LQD in Q3 2020 and held it in 3 quarters. The position peaked at $500K in Q1 2026. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Freestone Capital Holdings reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Freestone Capital Holdings sold 4,592 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $500K.
Freestone Capital Holdings first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2020 and held it in 3 quarters.
Freestone Capital Holdings's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $500K in Q1 2026.
1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.