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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

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

Genus Capital Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 21% in Q1 2026, buying an estimated $2.39M and bringing the position to 122,861 shares worth $13.4M. The position accounts for 1.53% of the portfolio, ranked #16.

Genus Capital Management first reported a position in LQD in Q2 2023 and has held it in 8 quarters since. 1,097 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

Genus Capital Management held 122,861 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $13.4M as of Q1 2026.
Genus Capital Management bought 21,665 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $2.39M.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 1.53% of Genus Capital Management's portfolio in Q1 2026, its #16 holding.
Genus Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2023 and has held it in 8 quarters since.
1,097 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Genus Capital Management's 13F filing for Q1 2026, filed 4 May 2026.