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 Q2	$446K	Hold	4,086	–	–	0.02%	366
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 $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Proficio Capital Partners's LQD Position: Q2 2026 in Review

Proficio Capital Partners held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 4,086 shares worth $446K. The position accounts for 0.02% of the portfolio, ranked #366.

Proficio Capital Partners first reported a position in LQD in Q4 2024 and has held it in 7 quarters since. The position peaked at $623K in Q4 2024. 1,117 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Proficio Capital Partners held 4,086 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $446K as of Q2 2026.
Proficio Capital Partners left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.02% of Proficio Capital Partners's portfolio in Q2 2026, its #366 holding.
Proficio Capital Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Proficio Capital Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $623K in Q4 2024.
1,117 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.