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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
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 $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Innealta Capital's LQD Position: Q1 2026 in Review

Innealta Capital increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 8.7% in Q1 2026, buying an estimated $88.1K and bringing the position to 10,013 shares worth $1.09M. The position accounts for 0.68% of the portfolio, ranked #39.

Innealta Capital first reported a position in LQD in Q2 2019 and has held it in 21 quarters since. The position peaked at $6.31M in Q3 2024. 1,098 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Innealta Capital held 10,013 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.09M as of Q1 2026.
  • Innealta Capital bought 799 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $88.1K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.68% of Innealta Capital's portfolio in Q1 2026, its #39 holding.
  • Innealta Capital first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2019 and has held it in 21 quarters since.
  • Innealta Capital's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $6.31M in Q3 2024.
  • 1,098 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

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