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

Prime Capital Investment 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
Q2 		$1.35M Sell
12,335
-4,625
-27% -$504K 0.01% 458
2026
Q1 		$1.85M Buy
16,960
+61
+0.4% +$6.72K 0.02% 369
2025
Q4 		$1.86M Sell
16,899
-680
-4% -$75.6K 0.02% 362
2025
Q3 		$1.96M Sell
17,579
-104
-0.6% -$11.4K 0.02% 345
2025
Q2 		$1.94M Sell
17,683
-47,073
-73% -$5.05M 0.03% 339
2025
Q1 		$7.04M Sell
64,756
-52,300
-45% -$5.64M 0.08% 177
2024
Q4 		$12.5M Sell
117,056
-5,545
-5% -$607K 0.18% 99
2024
Q3 		$13.9M Sell
122,601
-8,471
-6% -$937K 0.2% 90
2024
Q2 		$14M Sell
131,072
-11,264
-8% -$1.2M 0.21% 86
2024
Q1 		$15.5M Buy
142,336
+15,173
+12% +$1.65M 0.22% 91
2023
Q4 		$14.1M Buy
127,163
+113,121
+806% +$11.8M 0.21% 99
2023
Q3 		$1.43M Sell
14,042
-975
-6% -$103K 0.03% 297
2023
Q2 		$1.62M Sell
15,017
-130
-0.9% -$14.1K 0.03% 285
2023
Q1 		$1.66M Sell
15,147
-366
-2% -$39.6K 0.07% 184
2022
Q4 		$1.64M Buy
15,513
+5,197
+50% +$544K 0.06% 189
2022
Q3 		$1.06M Buy
10,316
+851
+9% +$93.8K 0.06% 171
2022
Q2 		$1.04M Sell
9,465
-781
-8% -$88.2K 0.06% 172
2022
Q1 		$1.36M Hold
10,246
– – 0.08% 150
2021
Q4 		$1.36M Buy
10,246
+3,108
+44% +$413K 0.07% 151
2021
Q3 		$950K Sell
7,138
-5,527
-44% -$747K 0.06% 183
2021
Q2 		$1.7M Buy
12,665
+4,965
+64% +$654K 0.1% 157
2021
Q1 		$1M Sell
7,700
-691
-8% -$91.9K 0.07% 161
2020
Q4 		$1.16M Sell
8,391
-28,819
-77% -$3.92M 0.09% 150
2020
Q3 		$5.01M Buy
37,210
+5,150
+16% +$702K 0.42% 36
2020
Q2 		$4.31M Buy
32,060
+29,427
+1,118% +$3.83M 0.4% 52
2020
Q1 		$325K Sell
2,633
-32,664
-93% -$4.16M 0.04% 174
2019
Q4 		$4.52M Buy
35,297
+3,334
+10% +$425K 0.52% 36
2019
Q3 		$4.08M Sell
31,963
-10,784
-25% -$1.36M 0.63% 42
2019
Q2 		$5.32M Buy
+42,747
New +$5.13M 0.97% 22
2019
Q1 		– Sell
-1,167
Closed -$132K – 397
2018
Q4 		$132K Buy
+1,167
New +$131K 0.05% 127

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Prime Capital Investment Advisors's LQD Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 27% in Q2 2026, selling an estimated $504K and leaving 12,335 shares worth $1.35M. The position accounts for 0.01% of the portfolio, ranked #458.

Prime Capital Investment Advisors first reported a position in LQD in Q4 2018 and has held it in 30 quarters since. The position peaked at $15.5M in Q1 2024. 1,117 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Prime Capital Investment Advisors held 12,335 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.35M as of Q2 2026.
  • Prime Capital Investment Advisors sold 4,625 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $504K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #458 holding.
  • Prime Capital Investment Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2018 and has held it in 30 quarters since.
  • Prime Capital Investment Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $15.5M in Q1 2024.
  • 1,117 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.