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 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

Lavaca Capital's LQD Position: Q2 2026 in Review

Lavaca Capital increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 1.1% in Q2 2026, buying an estimated $654 and bringing the position to 539 shares worth $58.8K. The position accounts for 0.01% of the portfolio, ranked #192.

Lavaca Capital first reported a position in LQD in Q3 2020 and has held it in 9 quarters since. The position peaked at $10.2M in Q3 2020. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Lavaca Capital held 539 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $58.8K as of Q2 2026.
Lavaca Capital bought 6 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $654.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Lavaca Capital's portfolio in Q2 2026, its #192 holding.
Lavaca Capital first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2020 and has held it in 9 quarters since.
Lavaca Capital's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $10.2M in Q3 2020.
1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Lavaca Capital's 13F filing for Q2 2026, filed 14 Aug 2026.