KP
LQD icon

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
Q2 		$2.71M Sell
24,851
-117
-0.5% -$12.7K 0.16% 88
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 $1.55T 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

Keel Point's LQD Position: Q2 2026 in Review

Keel Point reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.47% in Q2 2026, selling an estimated $12.7K and leaving 24,851 shares worth $2.71M. The position accounts for 0.16% of the portfolio, ranked #88.

Keel Point first reported a position in LQD in Q3 2017 and has held it in 25 quarters since. The position peaked at $11M in Q1 2024. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Keel Point held 24,851 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $2.71M as of Q2 2026.
  • Keel Point sold 117 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $12.7K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.16% of Keel Point's portfolio in Q2 2026, its #88 holding.
  • Keel Point first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2017 and has held it in 25 quarters since.
  • Keel Point's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $11M in Q1 2024.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Keel Point's 13F filing for Q2 2026, filed 14 Aug 2026.