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

Guidance 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
2026
Q2 		$5.4M Buy
50,277
+6,441
+15% +$702K 1.16% 16
2026
Q1 		$4.76M Buy
43,836
+33,879
+340% +$3.74M 1.07% 17
2025
Q4 		$1.1M Buy
+9,957
New +$1.11M 0.27% 91

Other funds holding LQD

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JF
Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
AWMT
AAFMAA Wealth Management & Trust Fayetteville, North Carolina $286M AUM 19.57% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
HCM
HMS Capital Management Nashville, Tennessee $267M AUM 44.47% 1-Year Est. Return
VIS
Vertex Investment Solutions Chiyoda-Ku $148M AUM

Guidance Capital's LQD Position: Q2 2026 in Review

Guidance Capital increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 15% in Q2 2026, buying an estimated $702K and bringing the position to 50,277 shares worth $5.4M. The position accounts for 1.16% of the portfolio, ranked #16.

Guidance Capital first reported a position in LQD in Q4 2025 and has held it in 3 quarters since. 219 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Guidance Capital held 50,277 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $5.4M as of Q2 2026.
  • Guidance Capital bought 6,441 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $702K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 1.16% of Guidance Capital's portfolio in Q2 2026, its #16 holding.
  • Guidance Capital first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 219 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Guidance Capital's 13F filing for Q2 2026, filed 20 Jul 2026.