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

Sapient 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
Q3 		$637K Hold
6,234
– – 0.01% 233
2026
Q2 		$680K Buy
+6,234
New +$679K 0.01% 236

Other funds holding LQD

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Sapient Capital's LQD Position: Q3 2026 in Review

Sapient Capital held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q3 2026 at 6,234 shares worth $637K. The position accounts for 0.01% of the portfolio, ranked #233.

Sapient Capital first reported a position in LQD in Q2 2026 and has held it in 2 quarters since. The position peaked at $680K in Q2 2026. 66 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

  • Sapient Capital held 6,234 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $637K as of Q3 2026.
  • Sapient Capital left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q3 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Sapient Capital's portfolio in Q3 2026, its #233 holding.
  • Sapient Capital first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • Sapient Capital's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $680K in Q2 2026.
  • 66 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.