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

JB 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
2025
Q2 		– Sell
-15,655
Closed -$1.7M – 247
2025
Q1 		$1.7M Buy
15,655
+3,851
+33% +$415K 0.09% 102
2024
Q4 		$1.26M Buy
11,804
+2,919
+33% +$319K 0.07% 106
2024
Q3 		$1M Sell
8,885
-885
-9% -$97.9K 0.06% 119
2024
Q2 		$1.05M Sell
9,770
-8,669
-47% -$925K 0.07% 111
2024
Q1 		$2.01M Sell
18,439
-142,216
-89% -$15.5M 0.13% 87
2023
Q4 		$17.8M Buy
160,655
+51,150
+47% +$5.33M 1.31% 15
2023
Q3 		$11.2M Buy
109,505
+98,703
+914% +$10.4M 0.94% 17
2023
Q2 		$1.17M Buy
10,802
+1,157
+12% +$125K 0.1% 82
2023
Q1 		$1.06M Buy
+9,645
New +$1.04M 0.1% 80
2022
Q4 		– Sell
-17,981
Closed -$1.88M – 90
2022
Q3 		$1.84M Buy
17,981
+13,046
+264% +$1.44M 0.2% 74
2022
Q2 		$543K Buy
+4,935
New +$557K 0.06% 147

Other funds holding LQD

MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
SAMU
SONA Asset Management (US) New York $4.74B AUM 11.18% 1-Year Est. Return

JB Capital's LQD Position: Q2 2025 in Review

JB Capital sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2025, closing a stake of 15,655 shares — an estimated $1.7M sold.

JB Capital first reported a position in LQD in Q2 2022 and held it in 11 quarters. The position peaked at $17.8M in Q4 2023. 1,045 funds tracked by Wall St. Rank hold LQD as of Q2 2025.

  • JB Capital reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • JB Capital sold 15,655 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $1.7M.
  • JB Capital first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2022 and held it in 11 quarters.
  • JB Capital's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $17.8M in Q4 2023.
  • 1,045 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2025.

Based on JB Capital's 13F filing for Q2 2025, filed 24 Jul 2025.