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
2023 Q1	–	Sell	-4,900	Closed	-$517K	–	1340
2022 Q4	$517K	Buy	+4,900	New	+$513K	0.03%	555
2022 Q1	–	Sell	-3,200	Closed	-$424K	–	2052
2021 Q4	$424K	Hold	3,200	–	–	0.01%	1119
2021 Q3	$426K	Sell	3,200 -128,800	-98%	-$17.4M	0.01%	975
2021 Q2	$17.7M	Buy	132,000 +3,000	+2%	+$395K	0.53%	24
2021 Q1	$16.8M	Buy	129,000 +66,600	+107%	+$8.86M	0.43%	23
2020 Q4	$8.62M	Buy	+62,400	New	+$8.5M	0.22%	54
2020 Q3	–	Sell	-70,700	Closed	-$11.1M	–	2138
2020 Q2	$11.1M	Buy	70,700 +51,100	+261%	+$6.64M	0.61%	17
2020 Q1	$3.01M	Buy	19,600 +8,700	+80%	+$1.11M	0.2%	61
2019 Q4	$1.45M	Buy	+10,900	New	+$1.39M	0.06%	278

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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. 1,096 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.
1,096 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.