Matrix Private Capital Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Matrix Private Capital Group’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	–	Sell	-3	Closed	-$327	–	147
2026 Q1	$327	Buy	+3	New	+$331	﹤0.01%	141
2021 Q1	–	Sell	-78	Closed	-$11K	–	243
2020 Q4	$11K	Hold	78	–	–	0.01%	212
2020 Q3	$11K	Hold	78	–	–	0.01%	159
2020 Q2	$10K	Sell	78 -1,253	-94%	-$163K	0.01%	156
2020 Q1	$164K	Sell	1,331 -27	-2%	-$3.44K	0.23%	104
2019 Q4	$174K	Buy	+1,358	New	+$173K	0.18%	137

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

Matrix Private Capital Group's LQD Position: Q2 2026 in Review

Matrix Private Capital Group sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026, closing a stake of 3 shares — an estimated $327 sold.

Matrix Private Capital Group first reported a position in LQD in Q4 2019 and held it in 6 quarters. The position peaked at $174K in Q4 2019. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Matrix Private Capital Group reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Matrix Private Capital Group sold 3 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $327.
Matrix Private Capital Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and held it in 6 quarters.
Matrix Private Capital Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $174K in Q4 2019.
1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

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