RWI
LQD icon

Red Wave Investments’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Red Wave Investments’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 		$4.41M Sell
40,432
-44
-0.1% -$4.85K 1.32% 21
2025
Q4 		$4.46M Sell
40,476
-2,190
-5% -$243K 1.33% 20
2025
Q3 		$4.76M Sell
42,666
-3,022
-7% -$332K 1.46% 20
2025
Q2 		$5.01M Sell
45,688
-424
-0.9% -$45.5K 1.65% 19
2025
Q1 		$5.01M Sell
46,112
-1,714
-4% -$185K 1.8% 16
2024
Q4 		$5.11M Sell
47,826
-2,915
-6% -$319K 1.79% 14
2024
Q3 		$5.73M Sell
50,741
-4,674
-8% -$517K 2% 13
2024
Q2 		$5.94M Sell
55,415
-2,451
-4% -$262K 2.19% 11
2024
Q1 		$6.3M Sell
57,866
-4,721
-8% -$513K 2.36% 10
2023
Q4 		$6.93M Sell
62,587
-28,393
-31% -$2.96M 2.73% 10
2023
Q3 		$9.28M Sell
90,980
-18,985
-17% -$2M 3.96% 8
2023
Q2 		$11.9M Sell
109,965
-5,109
-4% -$552K 4.81% 4
2023
Q1 		$12.6M Sell
115,074
-29,304
-20% -$3.17M 5.24% 4
2022
Q4 		$15.2M Sell
144,378
-69,544
-33% -$7.28M 6.42% 2
2022
Q3 		$21.9M Buy
213,922
+17,784
+9% +$1.96M 9.47% 2
2022
Q2 		$21.6M Sell
196,138
-29,741
-13% -$3.36M 8.87% 2
2022
Q1 		$27.3M Buy
225,879
+1,469
+0.7% +$183K 9.67% 2
2021
Q4 		$29.7M Buy
224,410
+8,035
+4% +$1.07M 10.14% 2
2021
Q3 		$28.8M Buy
216,375
+7,039
+3% +$951K 10.38% 2
2021
Q2 		$28.1M Buy
209,336
+18,683
+10% +$2.46M 10.49% 2
2021
Q1 		$24.8M Buy
190,653
+22,086
+13% +$2.94M 10.2% 2
2020
Q4 		$23.3M Buy
+168,567
New +$23M 10.41% 2

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Red Wave Investments's LQD Position: Q1 2026 in Review

Red Wave Investments reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.11% in Q1 2026, selling an estimated $4.85K and leaving 40,432 shares worth $4.41M. The position accounts for 1.32% of the portfolio, ranked #21.

Red Wave Investments first reported a position in LQD in Q4 2020 and has held it in 22 quarters since. The position peaked at $29.7M in Q4 2021. 1,095 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Red Wave Investments held 40,432 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $4.41M as of Q1 2026.
  • Red Wave Investments sold 44 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $4.85K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 1.32% of Red Wave Investments's portfolio in Q1 2026, its #21 holding.
  • Red Wave Investments first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Red Wave Investments's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $29.7M in Q4 2021.
  • 1,095 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Red Wave Investments's 13F filing for Q1 2026, filed 8 May 2026.