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Keel Point’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Keel Point’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 		$2.72M Sell
24,968
-850
-3% -$93.7K 0.18% 79
2025
Q4 		$2.84M Buy
25,818
+338
+1% +$37.6K 0.17% 89
2025
Q3 		$2.84M Sell
25,480
-938
-4% -$103K 0.17% 88
2025
Q2 		$2.9M Sell
26,418
-1,125
-4% -$121K 0.19% 85
2025
Q1 		$2.99M Sell
27,543
-83
-0.3% -$8.94K 0.23% 79
2024
Q4 		$2.95M Sell
27,626
-3,326
-11% -$364K 0.24% 79
2024
Q3 		$3.5M Sell
30,952
-16,631
-35% -$1.84M 0.29% 65
2024
Q2 		$5.27M Sell
47,583
-53,831
-53% -$5.75M 0.48% 34
2024
Q1 		$11M Buy
101,414
+9,124
+10% +$991K 1.14% 16
2023
Q4 		$10.2M Buy
92,290
+173
+0.2% +$18K 1.22% 16
2023
Q3 		$9.4M Buy
92,117
+3,257
+4% +$343K 1.29% 16
2023
Q2 		$9.61M Buy
88,860
+29,324
+49% +$3.17M 1.28% 15
2023
Q1 		$6.53M Buy
59,536
+53,429
+875% +$5.79M 0.94% 17
2022
Q4 		$644K Sell
6,107
-1,611
-21% -$169K 0.1% 141
2022
Q3 		$791K Sell
7,718
-994
-11% -$110K 0.14% 108
2022
Q2 		$993K Buy
+8,712
New +$984K 0.15% 100
2022
Q1 		– Sell
-1,573
Closed -$208K – 286
2021
Q4 		$208K Sell
1,573
-4
-0.3% -$532 0.02% 251
2021
Q3 		$210K Sell
1,577
-5
-0.3% -$676 0.03% 247
2021
Q2 		$213K Sell
1,582
-15
-0.9% -$1.98K 0.02% 247
2021
Q1 		$208K Sell
1,597
-25,904
-94% -$3.45M 0.02% 260
2020
Q4 		$3.8M Buy
27,501
+25,754
+1,474% +$3.51M 0.34% 46
2020
Q3 		$235K Sell
1,747
-1,687
-49% -$230K 0.02% 194
2020
Q2 		$462K Buy
+3,434
New +$447K 0.05% 130
2017
Q4 		– Sell
-75,227
Closed -$9.12M – 169
2017
Q3 		$9.12M Buy
+75,227
New +$9.09M 1.39% 20

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

Keel Point's LQD Position: Q1 2026 in Review

Keel Point reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 3.3% in Q1 2026, selling an estimated $93.7K and leaving 24,968 shares worth $2.72M. The position accounts for 0.18% of the portfolio, ranked #79.

Keel Point first reported a position in LQD in Q3 2017 and has held it in 24 quarters since. The position peaked at $11M in Q1 2024. 1,096 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Keel Point held 24,968 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $2.72M as of Q1 2026.
  • Keel Point sold 850 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $93.7K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.18% of Keel Point's portfolio in Q1 2026, its #79 holding.
  • Keel Point first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2017 and has held it in 24 quarters since.
  • Keel Point's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $11M in Q1 2024.
  • 1,096 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.