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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
2025
Q1 		– Sell
-95,894
Closed -$10.2M – 291
2024
Q4 		$10.2M Buy
95,894
+38,071
+66% +$4.17M 1.39% 19
2024
Q3 		$6.53M Sell
57,823
-25,703
-31% -$2.84M 0.86% 40
2024
Q2 		$8.95M Buy
+83,526
New +$8.91M 1.18% 27
2024
Q1 		– Sell
-59,767
Closed -$6.61M – 310
2023
Q4 		$6.61M Buy
+59,767
New +$6.22M 0.97% 29

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
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
A
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. 1,119 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.
  • 1,119 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.