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

Money Concepts 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
2026 Q2	–	Sell	-17,251	Closed	-$1.88M	–	653
2026 Q1	$1.88M	Buy	+17,251	New	+$1.9M	0.1%	194
2023 Q2	–	Sell	-11,196	Closed	-$191K	–	429
2023 Q1	$191K	Sell	11,196 -10,999	-50%	-$1.19M	0.01%	412
2022 Q4	$2.34M	Buy	22,195 +21,155	+2,034%	+$2.21M	0.1%	173
2022 Q3	$107K	Sell	1,040 -980	-49%	-$108K	0.01%	561
2022 Q2	$224K	Sell	2,020 -26,043	-93%	-$2.94M	0.02%	387
2022 Q1	$3.39M	Buy	28,063 +18,131	+183%	+$2.26M	0.19%	109
2021 Q4	$1.32M	Buy	+9,932	New	+$1.32M	0.11%	182
2021 Q1	$227K	Sell	1,744 -830	-32%	-$110K	0.02%	455
2020 Q4	$355K	Buy	+2,574	New	+$351K	0.03%	338

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

Money Concepts Capital's LQD Position: Q2 2026 in Review

Money Concepts Capital sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026, closing a stake of 17,251 shares — an estimated $1.88M sold.

Money Concepts Capital first reported a position in LQD in Q4 2020 and held it in 9 quarters. The position peaked at $3.39M in Q1 2022. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Money Concepts Capital reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Money Concepts Capital sold 17,251 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.88M.
Money Concepts Capital first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and held it in 9 quarters.
Money Concepts Capital's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.39M in Q1 2022.
1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.