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

OxenFree 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 Q3	$374K	Buy	3,663 +89	+2%	+$9.43K	0.16%	40
2026 Q2	$386K	Buy	3,574 +5	+0.1%	+$545	0.18%	40
2026 Q1	$392K	Sell	3,569 -1,285	-26%	-$142K	0.19%	40
2025 Q4	$535K	Buy	4,854 +1,753	+57%	+$195K	0.28%	30
2025 Q3	$345K	Buy	3,101 +397	+15%	+$43.6K	0.19%	41
2025 Q2	$296K	Sell	2,704 -4	-0.1%	-$429	0.18%	39
2025 Q1	$286K	Sell	2,708 -288	-10%	-$31K	0.22%	36
2024 Q4	$320K	Buy	2,996 +169	+6%	+$18.5K	0.24%	36
2024 Q3	$319K	Sell	2,827 -70	-2%	-$7.74K	0.25%	35
2024 Q2	$310K	Buy	2,897 +170	+6%	+$18.1K	0.27%	36
2024 Q1	$297K	Sell	2,727 -16	-0.6%	-$1.74K	0.27%	37
2023 Q4	$304K	Buy	+2,743	New	+$286K	0.31%	35

Other funds holding LQD

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

DJYG

David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return

KGP

Keystone Global Partners Denver, Colorado $278M AUM 15.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

OxenFree Capital's LQD Position: Q3 2026 in Review

OxenFree Capital increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 2.5% in Q3 2026, buying an estimated $9.43K and bringing the position to 3,663 shares worth $374K. The position accounts for 0.16% of the portfolio, ranked #40.

OxenFree Capital first reported a position in LQD in Q4 2023 and has held it in 12 quarters since. The position peaked at $535K in Q4 2025. 67 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

OxenFree Capital held 3,663 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $374K as of Q3 2026.
OxenFree Capital bought 89 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $9.43K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.16% of OxenFree Capital's portfolio in Q3 2026, its #40 holding.
OxenFree Capital first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 12 quarters since.
OxenFree Capital's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $535K in Q4 2025.
67 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on OxenFree Capital's 13F filing for Q3 2026, filed 7 Oct 2026.