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

Lazari 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	$667K	Buy	6,116 +73	+1%	+$7.95K	0.21%	84
2026 Q1	$659K	Buy	6,043 +87	+1%	+$9.59K	0.23%	78
2025 Q4	$656K	Buy	5,956 +17	+0.3%	+$1.89K	0.22%	73
2025 Q3	$662K	Sell	5,939 -52	-0.9%	-$5.72K	0.22%	69
2025 Q2	$657K	Buy	5,991 +651	+12%	+$69.9K	0.25%	64
2025 Q1	$580K	Sell	5,340 -253	-5%	-$27.3K	0.24%	69
2024 Q4	$598K	Buy	5,593 +1,508	+37%	+$165K	0.24%	69
2024 Q3	$462K	Buy	4,085 +269	+7%	+$29.8K	0.2%	82
2024 Q2	$409K	Buy	+3,816	New	+$407K	0.18%	88

Other funds holding LQD

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IGAM

iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Lazari Capital Management's LQD Position: Q2 2026 in Review

Lazari Capital Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 1.2% in Q2 2026, buying an estimated $7.95K and bringing the position to 6,116 shares worth $667K. The position accounts for 0.21% of the portfolio, ranked #84.

Lazari Capital Management first reported a position in LQD in Q2 2024 and has held it in 9 quarters since. 476 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Lazari Capital Management held 6,116 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $667K as of Q2 2026.
Lazari Capital Management bought 73 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $7.95K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.21% of Lazari Capital Management's portfolio in Q2 2026, its #84 holding.
Lazari Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
476 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.