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 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 $1.37T AUM 24.88% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Matrix Private Capital Group's LQD Position: Q1 2026 in Review

Matrix Private Capital Group opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2026: 3 shares worth $327. The stake represents ﹤0.01% of the portfolio and ranks #141 among its holdings. This is a return to the name: Matrix Private Capital Group previously reported a position in LQD as recently as Q4 2020.

Matrix Private Capital Group first reported a position in LQD in Q4 2019 and has held it in 6 quarters since. The position peaked at $174K in Q4 2019. 1,098 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

Matrix Private Capital Group held 3 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $327 as of Q1 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF was a new Matrix Private Capital Group position in Q1 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of Matrix Private Capital Group's portfolio in Q1 2026, its #141 holding.
Matrix Private Capital Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 6 quarters since.
Matrix Private Capital Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $174K in Q4 2019.
1,098 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Matrix Private Capital Group's 13F filing for Q1 2026, filed 15 May 2026.