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

Prelude Capital 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 		$271K Sell
2,486
-5,132
-67% -$566K 0.02% 754
2025
Q4 		$839K Sell
7,618
-3,881
-34% -$431K 0.06% 367
2025
Q3 		$1.28M Sell
11,499
-19,231
-63% -$2.11M 0.1% 260
2025
Q2 		$3.37M Buy
+30,730
New +$3.3M 0.33% 61
2020
Q3 		– Sell
-1,200
Closed -$161K – 2137
2020
Q2 		$161K Sell
1,200
-9,170
-88% -$1.19M 0.01% 799
2020
Q1 		$1.28M Sell
10,370
-80,271
-89% -$10.2M 0.09% 168
2019
Q4 		$11.6M Sell
90,641
-87,545
-49% -$11.1M 0.44% 21
2019
Q3 		$22.7M Sell
178,186
-5,832
-3% -$735K 1.02% 9
2019
Q2 		$22.9M Buy
184,018
+77,552
+73% +$9.31M 1.13% 15
2019
Q1 		$12.7M Sell
106,466
-924
-0.9% -$107K 0.71% 17
2018
Q4 		$12.1M Sell
107,390
-151,776
-59% -$17.1M 0.81% 17
2018
Q3 		$29.8M Buy
259,166
+154,426
+147% +$17.8M 1.73% 10
2018
Q2 		$12M Sell
104,740
-5,161
-5% -$594K 0.76% 19
2018
Q1 		$12.9M Buy
109,901
+28,405
+35% +$3.36M 0.94% 15
2017
Q4 		$9.91M Buy
81,496
+35,140
+76% +$4.25M 0.8% 22
2017
Q3 		$5.62M Sell
46,356
-25,117
-35% -$3.04M 0.51% 33
2017
Q2 		$8.61M Buy
+71,473
New +$8.54M 0.82% 26
2016
Q2 		– Sell
-1,640
Closed -$195K – 1662
2016
Q1 		$195K Buy
+1,640
New +$188K 0.03% 562
2014
Q3 		– Sell
-8,000
Closed -$954K – 2005
2014
Q2 		$954K Buy
+8,000
New +$946K 0.13% 195

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

Prelude Capital Management's LQD Position: Q1 2026 in Review

Prelude Capital Management reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 67% in Q1 2026, selling an estimated $566K and leaving 2,486 shares worth $271K. The position accounts for 0.02% of the portfolio, ranked #754.

Prelude Capital Management first reported a position in LQD in Q2 2014 and has held it in 19 quarters since. The position peaked at $29.8M in Q3 2018. 1,095 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Prelude Capital Management held 2,486 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $271K as of Q1 2026.
  • Prelude Capital Management sold 5,132 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $566K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.02% of Prelude Capital Management's portfolio in Q1 2026, its #754 holding.
  • Prelude Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2014 and has held it in 19 quarters since.
  • Prelude Capital Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $29.8M in Q3 2018.
  • 1,095 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Prelude Capital Management's 13F filing for Q1 2026, filed 15 May 2026.