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
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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

SAMU

SONA Asset Management (US) New York $4.74B AUM 11.18% 1-Year Est. Return

Sierra Capital's LQD Position: Q2 2025 in Review

Sierra Capital sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2025, closing a stake of 4,803 shares — an estimated $522K sold.

Sierra Capital first reported a position in LQD in Q1 2021 and held it in 17 quarters. The position peaked at $2.19M in Q2 2021. 1,046 funds tracked by Wall St. Rank hold LQD as of Q2 2025.

Sierra Capital reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Sierra Capital sold 4,803 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $522K.
Sierra Capital first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2021 and held it in 17 quarters.
Sierra Capital's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.19M in Q2 2021.
1,046 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Sierra Capital's 13F filing for Q2 2025, filed 11 Aug 2025.