Northcape Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Northcape Wealth 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 Q1	–	Sell	-115,180	Closed	-$12.7M	–	147
2025 Q4	$12.7M	Sell	115,180 -398	-0.3%	-$44.3K	3.58%	4
2025 Q3	$12.9M	Sell	115,578 -13,997	-11%	-$1.54M	3.76%	4
2025 Q2	$14.2M	Sell	129,575 -29	-0%	-$3.11K	4.33%	3
2025 Q1	$14.1M	Buy	129,604 +625	+0.5%	+$67.3K	4.55%	3
2024 Q4	$13.8M	Sell	128,979 -723	-0.6%	-$79.1K	4.45%	3
2024 Q3	$14.7M	Buy	129,702 +11,598	+10%	+$1.28M	4.8%	2
2024 Q2	$12.7M	Buy	118,104 +1,260	+1%	+$134K	4.56%	2
2024 Q1	$12.7M	Buy	116,844 +949	+0.8%	+$103K	4.64%	2
2023 Q4	$12.8M	Buy	+115,895	New	+$12.1M	4.65%	2

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Northcape Wealth Management's LQD Position: Q1 2026 in Review

Northcape Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2026, closing a stake of 115,180 shares — an estimated $12.7M sold.

Northcape Wealth Management first reported a position in LQD in Q4 2023 and held it in 9 quarters. The position peaked at $14.7M in Q3 2024. 1,105 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

Northcape Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Northcape Wealth Management sold 115,180 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $12.7M.
Northcape Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2023 and held it in 9 quarters.
Northcape Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $14.7M in Q3 2024.
1,105 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Northcape Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.