Harbour Investments’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$779K Buy
7,147
+3,301
+86% +$364K 0.01% 862
2025
Q4
$424K Sell
3,846
-66
-2% -$7.34K 0.01% 925
2025
Q3
$436K Buy
3,912
+284
+8% +$31.2K 0.01% 880
2025
Q2
$398K Sell
3,628
-232
-6% -$24.9K 0.01% 863
2025
Q1
$420K Buy
3,860
+581
+18% +$62.6K 0.01% 779
2024
Q4
$350K Sell
3,279
-14,800
-82% -$1.62M 0.01% 820
2024
Q3
$2.04M Buy
18,079
+12,628
+232% +$1.4M 0.06% 267
2024
Q2
$584K Buy
5,451
+164
+3% +$17.5K 0.02% 561
2024
Q1
$576K Sell
5,287
-2,036
-28% -$221K 0.02% 546
2023
Q4
$810K Buy
7,323
+2,743
+60% +$286K 0.03% 410
2023
Q3
$467K Sell
4,580
-1,436
-24% -$151K 0.02% 500
2023
Q2
$651K Sell
6,016
-119
-2% -$12.9K 0.03% 432
2023
Q1
$672K Sell
6,135
-138
-2% -$14.9K 0.04% 404
2022
Q4
$661K Sell
6,273
-31
-0.5% -$3.25K 0.04% 393
2022
Q3
$694K Hold
6,304
0.05% 353
2022
Q2
$694K Buy
+6,304
New +$712K 0.05% 353
2021
Q4
$910K Sell
6,867
-12,547
-65% -$1.67M 0.05% 318
2021
Q3
$2.58M Buy
19,414
+53
+0.3% +$7.16K 0.08% 216
2021
Q2
$2.6M Sell
19,361
-9,352
-33% -$1.23M 0.08% 223
2021
Q1
$3.73M Buy
+28,713
New +$3.82M 0.13% 145

Other funds holding LQD

Harbour Investments's LQD Position: Q1 2026 in Review

Harbour Investments increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 86% in Q1 2026, buying an estimated $364K and bringing the position to 7,147 shares worth $779K. The position accounts for 0.01% of the portfolio, ranked #862.

Harbour Investments first reported a position in LQD in Q1 2021 and has held it in 20 quarters since. The position peaked at $3.73M in Q1 2021. 1,096 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Harbour Investments held 7,147 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $779K as of Q1 2026.
  • Harbour Investments bought 3,301 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $364K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Harbour Investments's portfolio in Q1 2026, its #862 holding.
  • Harbour Investments first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.73M in Q1 2021.
  • 1,096 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.