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

Lavaca 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
2021
Q3 		– Sell
-2,600
Closed -$349K – 161
2021
Q2 		$349K Sell
2,600
-14,200
-85% -$1.87M 0.03% 119
2021
Q1 		$2.19M Sell
16,800
-73,200
-81% -$9.74M 0.19% 30
2020
Q4 		$12.4M Buy
90,000
+14,200
+19% +$1.93M 1.63% 4
2020
Q3 		$10.2M Buy
+75,800
New +$10.3M 1.61% 7

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

Lavaca Capital's LQD Position: Q1 2026 in Review

Lavaca Capital increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.76% in Q1 2026, buying an estimated $441 and bringing the position to 533 shares worth $58.1K. The position accounts for 0.01% of the portfolio, ranked #157.

Lavaca Capital first reported a position in LQD in Q3 2020 and has held it in 8 quarters since. The position peaked at $10.2M in Q3 2020. 1,096 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Lavaca Capital held 533 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $58.1K as of Q1 2026.
  • Lavaca Capital bought 4 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $441.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Lavaca Capital's portfolio in Q1 2026, its #157 holding.
  • Lavaca Capital first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2020 and has held it in 8 quarters since.
  • Lavaca Capital's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $10.2M in Q3 2020.
  • 1,096 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Lavaca Capital's 13F filing for Q1 2026, filed 13 May 2026.