Ground Swell Capital’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Ground Swell Capital’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 Q4	–	Sell	-7,827	Closed	-$872K	–	140
2025 Q3	$872K	Buy	+7,827	New	+$860K	1.91%	10
2024 Q4	–	Sell	-4,660	Closed	-$526K	–	214
2024 Q3	$526K	Buy	+4,660	New	+$516K	0.46%	30
2024 Q2	–	Sell	-4,242	Closed	-$462K	–	203
2024 Q1	$462K	Buy	+4,242	New	+$461K	0.42%	19
2023 Q3	–	Sell	-2,038	Closed	-$220K	–	101
2023 Q2	$220K	Buy	+2,038	New	+$220K	0.53%	18

Other funds holding LQD

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

SAMU

SONA Asset Management (US) New York $4.74B AUM 11.18% 1-Year Est. Return

Ground Swell Capital's LQD Position: Q4 2025 in Review

Ground Swell Capital sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2025, closing a stake of 7,827 shares — an estimated $872K sold.

Ground Swell Capital first reported a position in LQD in Q2 2023 and held it in 4 quarters. The position peaked at $872K in Q3 2025. 1,143 funds tracked by Wall St. Rank hold LQD as of Q4 2025.

Ground Swell Capital reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Ground Swell Capital sold 7,827 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $872K.
Ground Swell Capital first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2023 and held it in 4 quarters.
Ground Swell Capital's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $872K in Q3 2025.
1,143 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Ground Swell Capital's 13F filing for Q4 2025, filed 4 Feb 2026.