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Jackson Hole Capital Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Jackson Hole Capital Partners’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 		$139K Hold
1,280
– – 0.02% 227
2025
Q4 		$141K Hold
1,280
– – 0.02% 225
2025
Q3 		$143K Hold
1,280
– – 0.02% 218
2025
Q2 		$140K Hold
1,280
– – 0.03% 207
2025
Q1 		$139K Hold
1,280
– – 0.03% 207
2024
Q4 		$137K Hold
1,280
– – 0.03% 207
2024
Q3 		$145K Hold
1,280
– – 0.03% 203
2024
Q2 		$137K Hold
1,280
– – 0.03% 202
2024
Q1 		$139K Hold
1,280
– – 0.03% 201
2023
Q4 		$142K Sell
1,280
-705
-36% -$73.4K 0.04% 199
2023
Q3 		$202K Hold
1,985
– – 0.06% 180
2023
Q2 		$215K Hold
1,985
– – 0.06% 186
2023
Q1 		$218K Buy
1,985
+577
+41% +$62.5K 0.06% 201
2022
Q4 		$148K Hold
1,408
– – 0.04% 189
2022
Q3 		$144K Hold
1,408
– – 0.04% 185
2022
Q2 		$155K Hold
1,408
– – 0.05% 175
2022
Q1 		$170K Hold
1,408
– – 0.05% 179
2021
Q4 		$187K Hold
1,408
– – 0.06% 172
2021
Q3 		$187K Hold
1,408
– – 0.06% 178
2021
Q2 		$189K Hold
1,408
– – 0.07% 172
2021
Q1 		$183K Buy
1,408
+705
+100% +$93.8K 0.08% 164
2020
Q4 		$97K Sell
703
-1,454
-67% -$198K 0.04% 158
2020
Q3 		$291K Hold
2,157
– – 0.15% 109
2020
Q2 		$290K Hold
2,157
– – 0.18% 104
2020
Q1 		$266K Hold
2,157
– – 0.2% 97
2019
Q4 		$276K Hold
2,157
– – 0.15% 122
2019
Q3 		$275K Buy
2,157
+33
+2% +$4.16K 0.16% 120
2019
Q2 		$264K Buy
+2,124
New +$255K 0.16% 122

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

Jackson Hole Capital Partners's LQD Position: Q1 2026 in Review

Jackson Hole Capital Partners held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q1 2026 at 1,280 shares worth $139K. The position accounts for 0.02% of the portfolio, ranked #227.

Jackson Hole Capital Partners first reported a position in LQD in Q2 2019 and has held it in 28 quarters since. The position peaked at $291K in Q3 2020. 1,098 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Jackson Hole Capital Partners held 1,280 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $139K as of Q1 2026.
  • Jackson Hole Capital Partners left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q1 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.02% of Jackson Hole Capital Partners's portfolio in Q1 2026, its #227 holding.
  • Jackson Hole Capital Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2019 and has held it in 28 quarters since.
  • Jackson Hole Capital Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $291K in Q3 2020.
  • 1,098 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Jackson Hole Capital Partners's 13F filing for Q1 2026, filed 8 May 2026.