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Oxbow Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Oxbow Advisors’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
-4,511
Closed -$497K – 262
2025
Q4 		$497K Buy
4,511
+1,286
+40% +$143K 0.04% 173
2025
Q3 		$359K Buy
+3,225
New +$355K 0.03% 181

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Oxbow Advisors's LQD Position: Q1 2026 in Review

Oxbow Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2026, closing a stake of 4,511 shares — an estimated $497K sold.

Oxbow Advisors first reported a position in LQD in Q3 2025 and held it in 2 quarters. The position peaked at $497K in Q4 2025. 1,096 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Oxbow Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Oxbow Advisors sold 4,511 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $497K.
  • Oxbow Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2025 and held it in 2 quarters.
  • Oxbow Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $497K in Q4 2025.
  • 1,096 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Oxbow Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.