Red Spruce Capital’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Red Spruce Capital’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	–	Sell	-1,982	Closed	-$216K	–	99
2026 Q1	$216K	Sell	1,982 -225	-10%	-$24.8K	0.09%	94
2025 Q4	$243K	Hold	2,207	–	–	0.1%	91
2025 Q3	$246K	Hold	2,207	–	–	0.1%	88
2025 Q2	$242K	Hold	2,207	–	–	0.1%	87
2025 Q1	$240K	Hold	2,207	–	–	0.11%	85
2024 Q4	$236K	Sell	2,207 -80	-3%	-$8.75K	0.1%	88
2024 Q3	$258K	Hold	2,287	–	–	0.12%	82
2024 Q2	$245K	Hold	2,287	–	–	0.11%	82
2024 Q1	$249K	Hold	2,287	–	–	0.12%	84
2023 Q4	$253K	Hold	2,287	–	–	0.13%	83
2023 Q3	$233K	Sell	2,287 -26	-1%	-$2.74K	0.13%	85
2023 Q2	$250K	Hold	2,313	–	–	0.13%	88
2023 Q1	$254K	Hold	2,313	–	–	0.15%	88
2022 Q4	$244K	Hold	2,313	–	–	0.16%	84
2022 Q3	$237K	Hold	2,313	–	–	0.17%	85
2022 Q2	$254K	Sell	2,313 -637	-22%	-$71.9K	0.17%	87
2022 Q1	$357K	Buy	2,950 +330	+13%	+$41.2K	0.2%	84
2021 Q4	$347K	Buy	2,620 +56	+2%	+$7.44K	0.19%	88
2021 Q3	$341K	Hold	2,564	–	–	0.2%	88
2021 Q2	$344K	Hold	2,564	–	–	0.2%	86
2021 Q1	$333K	Hold	2,564	–	–	0.21%	86
2020 Q4	$354K	Hold	2,564	–	–	0.25%	88
2020 Q3	$345K	Hold	2,564	–	–	0.28%	83
2020 Q2	$345K	Buy	+2,564	New	+$333K	0.29%	75

Other funds holding LQD

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

AWMT

AAFMAA Wealth Management & Trust Fayetteville, North Carolina $286M AUM 19.57% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CAP

Cordoba Advisory Partners New York $472M AUM

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

HCM

HMS Capital Management Nashville, Tennessee $267M AUM 44.47% 1-Year Est. Return

Red Spruce Capital's LQD Position: Q2 2026 in Review

Red Spruce Capital sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026, closing a stake of 1,982 shares — an estimated $216K sold.

Red Spruce Capital first reported a position in LQD in Q2 2020 and held it in 24 quarters. The position peaked at $357K in Q1 2022. 227 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Red Spruce Capital reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Red Spruce Capital sold 1,982 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $216K.
Red Spruce Capital first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2020 and held it in 24 quarters.
Red Spruce Capital's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $357K in Q1 2022.
227 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Red Spruce Capital's 13F filing for Q2 2026, filed 7 Jul 2026.