KG&L Capital Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

KG&L Capital Management’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	$2.34M	Buy	21,473 +825	+4%	+$89.9K	1.39%	16
2026 Q1	$2.25M	Sell	20,648 -5,487	-21%	-$605K	1.61%	14
2025 Q4	$2.88M	Buy	26,135 +558	+2%	+$62K	0.71%	32
2025 Q3	$2.85M	Sell	25,577 -993	-4%	-$109K	0.76%	29
2025 Q2	$2.91M	Buy	26,570 +892	+3%	+$95.7K	0.86%	30
2025 Q1	$2.79M	Buy	25,678 +1,010	+4%	+$109K	0.9%	28
2024 Q4	$2.64M	Buy	24,668 +1,218	+5%	+$133K	0.85%	29
2024 Q3	$2.65M	Buy	23,450 +169	+0.7%	+$18.7K	0.85%	27
2024 Q2	$2.49M	Buy	23,281 +1,550	+7%	+$165K	0.86%	27
2024 Q1	$2.37M	Buy	21,731 +79	+0.4%	+$8.58K	0.94%	24
2023 Q4	$2.4M	Buy	21,652 +276	+1%	+$28.7K	1%	22
2023 Q3	$2.18M	Buy	21,376 +674	+3%	+$71.1K	1.05%	19
2023 Q2	$2.24M	Buy	20,702 +12	+0.1%	+$1.3K	1.07%	19
2023 Q1	$2.27M	Sell	20,690 -855	-4%	-$92.6K	1.19%	20
2022 Q4	$2.27M	Buy	21,545 +407	+2%	+$42.6K	1.31%	17
2022 Q3	$2.17M	Buy	21,138 +2,671	+14%	+$294K	1.22%	21
2022 Q2	$2.03M	Sell	18,467 -22	-0.1%	-$2.48K	1.1%	24
2022 Q1	$2.24M	Buy	18,489 +44	+0.2%	+$5.49K	0.93%	27
2021 Q4	$2.44M	Buy	18,445 +574	+3%	+$76.3K	0.99%	25
2021 Q3	$2.38M	Buy	17,871 +198	+1%	+$26.8K	1.04%	26
2021 Q2	$2.38M	Buy	17,673 +337	+2%	+$44.4K	1.08%	26
2021 Q1	$2.25M	Buy	17,336 +1,266	+8%	+$168K	1.12%	25
2020 Q4	$2.22M	Buy	16,070 +398	+3%	+$54.2K	1.21%	22
2020 Q3	$2.11M	Buy	15,672 +273	+2%	+$37.2K	1.32%	18
2020 Q2	$2.07M	Sell	15,399 -9	-0.1%	-$1.17K	1.59%	13
2020 Q1	$1.9M	Buy	15,408 +441	+3%	+$56.2K	1.89%	10
2019 Q4	$1.92M	Buy	14,967 +1,237	+9%	+$158K	1.62%	12
2019 Q3	$1.75M	Buy	13,730 +2,018	+17%	+$254K	1.59%	14
2019 Q2	$1.46M	Buy	11,712 +646	+6%	+$77.6K	1.39%	15
2019 Q1	$1.32M	Buy	11,066 +117	+1%	+$13.6K	1.33%	18
2018 Q4	$1.23M	Buy	+10,949	New	+$1.23M	1.38%	14

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

KG&L Capital Management's LQD Position: Q2 2026 in Review

KG&L Capital Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 4% in Q2 2026, buying an estimated $89.9K and bringing the position to 21,473 shares worth $2.34M. The position accounts for 1.39% of the portfolio, ranked #16.

KG&L Capital Management first reported a position in LQD in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.91M in Q2 2025. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

KG&L Capital Management held 21,473 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $2.34M as of Q2 2026.
KG&L Capital Management bought 825 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $89.9K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 1.39% of KG&L Capital Management's portfolio in Q2 2026, its #16 holding.
KG&L Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2018 and has held it in 31 quarters since.
KG&L Capital Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.91M in Q2 2025.
1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on KG&L Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.