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

Innealta 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 		$1.08M Sell
9,889
-124
-1% -$13.5K 0.58% 44
2026
Q1 		$1.09M Buy
10,013
+799
+9% +$88.1K 0.68% 39
2025
Q4 		$1.02M Buy
9,214
+529
+6% +$58.8K 0.55% 43
2025
Q3 		$968K Sell
8,685
-69
-0.8% -$7.58K 0.48% 42
2025
Q2 		$960K Sell
8,754
-244
-3% -$26.2K 0.51% 40
2025
Q1 		$978K Sell
8,998
-29,455
-77% -$3.17M 0.53% 40
2024
Q4 		$4.11M Sell
38,453
-17,435
-31% -$1.91M 2% 13
2024
Q3 		$6.31M Buy
55,888
+55,821
+83,315% +$6.18M 2.56% 10
2024
Q2 		$7.18K Sell
67
-4,262
-98% -$455K ﹤0.01% 878
2024
Q1 		$472K Sell
4,329
-619
-13% -$67.3K 0.2% 60
2023
Q4 		$548K Sell
4,948
-26,539
-84% -$2.76M 0.25% 57
2023
Q3 		$3.21M Sell
31,487
-702
-2% -$74K 1.42% 18
2023
Q2 		$3.48M Buy
32,189
+26,791
+496% +$2.9M 1.37% 20
2023
Q1 		$592K Buy
5,398
+378
+8% +$40.9K 0.25% 56
2022
Q4 		$529K Buy
5,020
+250
+5% +$26.2K 0.25% 58
2022
Q3 		$489K Buy
+4,770
New +$526K 0.26% 47
2020
Q4 		– Sell
-11,375
Closed -$1.53M – 46
2020
Q3 		$1.53M Buy
11,375
+9,203
+424% +$1.25M 1% 28
2020
Q2 		$292K Sell
2,172
-1,034
-32% -$134K 0.2% 47
2020
Q1 		$397K Buy
3,206
+506
+19% +$64.5K 0.31% 43
2019
Q4 		$346K Sell
2,700
-38
-1% -$4.84K 0.23% 42
2019
Q3 		$349K Buy
2,738
+800
+41% +$101K 0.31% 35
2019
Q2 		$241K Buy
+1,938
New +$233K 0.15% 50

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

Innealta Capital's LQD Position: Q2 2026 in Review

Innealta Capital reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 1.2% in Q2 2026, selling an estimated $13.5K and leaving 9,889 shares worth $1.08M. The position accounts for 0.58% of the portfolio, ranked #44.

Innealta Capital first reported a position in LQD in Q2 2019 and has held it in 22 quarters since. The position peaked at $6.31M in Q3 2024. 1,117 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Innealta Capital held 9,889 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.08M as of Q2 2026.
  • Innealta Capital sold 124 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $13.5K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.58% of Innealta Capital's portfolio in Q2 2026, its #44 holding.
  • Innealta Capital first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2019 and has held it in 22 quarters since.
  • Innealta Capital's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $6.31M in Q3 2024.
  • 1,117 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Innealta Capital's 13F filing for Q2 2026, filed 4 Aug 2026.