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

Genus 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 Q2	$10.5M	Sell	96,375 -26,486	-22%	-$2.89M	1.03%	29
2026 Q1	$13.4M	Buy	122,861 +21,665	+21%	+$2.39M	1.53%	16
2025 Q4	$11.2M	Buy	101,196 +52	+0.1%	+$5.78K	1.3%	19
2025 Q3	$11.3M	Buy	101,144 +3,017	+3%	+$332K	1.31%	15
2025 Q2	$10.8M	Buy	98,127 +490	+0.5%	+$52.6K	1.37%	15
2025 Q1	$10.6M	Buy	+97,637	New	+$10.5M	1.54%	16
2024 Q2	–	Sell	-82,225	Closed	-$8.78M	–	304
2024 Q1	$8.96M	Buy	+82,225	New	+$8.93M	1.16%	21
2023 Q4	–	Sell	-93,604	Closed	-$9.75M	–	302
2023 Q3	$9.55M	Sell	93,604 -5,130	-5%	-$541K	1.5%	17
2023 Q2	$10.7M	Buy	+98,734	New	+$10.7M	1.57%	15

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

Genus Capital Management's LQD Position: Q2 2026 in Review

Genus Capital Management reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 22% in Q2 2026, selling an estimated $2.89M and leaving 96,375 shares worth $10.5M. The position accounts for 1.03% of the portfolio, ranked #29.

Genus Capital Management first reported a position in LQD in Q2 2023 and has held it in 9 quarters since. The position peaked at $13.4M in Q1 2026. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Genus Capital Management held 96,375 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $10.5M as of Q2 2026.
Genus Capital Management sold 26,486 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $2.89M.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 1.03% of Genus Capital Management's portfolio in Q2 2026, its #29 holding.
Genus Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2023 and has held it in 9 quarters since.
Genus Capital Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $13.4M 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 Genus Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.