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

Proficio Capital Partners’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	$445K	Hold	4,086	–	–	0.02%	178
2025 Q4	$450K	Hold	4,086	–	–	0.03%	167
2025 Q3	$455K	Hold	4,086	–	–	0.03%	134
2025 Q2	$448K	Hold	4,086	–	–	0.03%	267
2025 Q1	$444K	Sell	4,086 -1,745	-30%	-$188K	0.03%	231
2024 Q4	$623K	Buy	+5,831	New	+$638K	0.05%	154

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

Proficio Capital Partners's LQD Position: Q1 2026 in Review

Proficio Capital Partners held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q1 2026 at 4,086 shares worth $445K. The position accounts for 0.02% of the portfolio, ranked #178.

Proficio Capital Partners first reported a position in LQD in Q4 2024 and has held it in 6 quarters since. The position peaked at $623K in Q4 2024. 1,096 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

Proficio Capital Partners held 4,086 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $445K as of Q1 2026.
Proficio Capital Partners left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q1 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.02% of Proficio Capital Partners's portfolio in Q1 2026, its #178 holding.
Proficio Capital Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
Proficio Capital Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $623K in Q4 2024.
1,096 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Proficio Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.