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

Sierra 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	$574K	Buy	+5,451	New	+$594K	0.06%	164
2025 Q2	–	Sell	-4,803	Closed	-$522K	–	209
2025 Q1	$522K	Sell	4,803 -647	-12%	-$69.7K	0.06%	152
2024 Q4	$582K	Hold	5,450	–	–	0.07%	151
2024 Q3	$616K	Hold	5,450	–	–	0.07%	152
2024 Q2	$584K	Buy	5,450 +480	+10%	+$51.2K	0.08%	144
2024 Q1	$541K	Sell	4,970 -5,071	-51%	-$551K	0.07%	147
2023 Q4	$1.11M	Buy	10,041 +5,749	+134%	+$599K	0.16%	105
2023 Q3	$438K	Hold	4,292	–	–	0.07%	142
2023 Q2	$464K	Sell	4,292 -29	-0.7%	-$3.14K	0.07%	138
2023 Q1	$474K	Buy	4,321 +2,043	+90%	+$221K	0.08%	137
2022 Q4	$240K	Buy	2,278 +1,851	+433%	+$194K	0.04%	166
2022 Q3	$44K	Hold	427	–	–	0.01%	268
2022 Q2	$47K	Hold	427	–	–	0.01%	330
2022 Q1	$52K	Sell	427 -4,007	-90%	-$500K	0.01%	340
2021 Q4	$588K	Hold	4,434	–	–	0.09%	132
2021 Q3	$592K	Sell	4,434 -11,828	-73%	-$1.6M	0.1%	127
2021 Q2	$2.19M	Buy	16,262 +1,073	+7%	+$141K	0.41%	69
2021 Q1	$1.98M	Buy	+15,189	New	+$2.02M	0.37%	70

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

Sierra Capital's LQD Position: Q2 2026 in Review

Sierra Capital opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026: 5,451 shares worth $574K. The stake represents 0.06% of the portfolio and ranks #164 among its holdings. This is a return to the name: Sierra Capital previously reported a position in LQD as recently as Q1 2025.

Sierra Capital first reported a position in LQD in Q1 2021 and has held it in 18 quarters since. The position peaked at $2.19M in Q2 2021. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Sierra Capital held 5,451 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $574K as of Q2 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF was a new Sierra Capital position in Q2 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.06% of Sierra Capital's portfolio in Q2 2026, its #164 holding.
Sierra Capital first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2021 and has held it in 18 quarters since.
Sierra Capital's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.19M in Q2 2021.
1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Sierra Capital's 13F filing for Q2 2026, filed 14 Aug 2026.