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

Stevens Capital Management’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 		– Sell
-20,481
Closed -$2.26M – 273
2025
Q4 		$2.26M Buy
+20,481
New +$2.28M 0.79% 31
2024
Q4 		– Sell
-445,500
Closed -$50.3M – 344
2024
Q3 		$50.3M Buy
+445,500
New +$49.3M 7.16% 2
2024
Q2 		– Sell
-215,441
Closed -$23.5M – 291
2024
Q1 		$23.5M Sell
215,441
-94,159
-30% -$10.2M 4.56% 1
2023
Q4 		$34.3M Buy
+309,600
New +$32.2M 8.54% 2
2023
Q3 		– Sell
-448,000
Closed -$48.4M – 297
2023
Q2 		$48.4M Buy
448,000
+374,700
+511% +$40.5M 9.95% 1
2023
Q1 		$8.03M Buy
73,300
+30,200
+70% +$3.27M 1.99% 14
2022
Q4 		$4.54M Buy
43,100
+37,786
+711% +$3.96M 2.87% 9
2022
Q3 		$544K Buy
+5,314
New +$586K 0.35% 56
2022
Q2 		– Sell
-165,800
Closed -$20.1M – 202
2022
Q1 		$20.1M Buy
165,800
+112,000
+208% +$14M 4.38% 1
2021
Q4 		$7.13M Buy
53,800
+10,700
+25% +$1.42M 1.64% 16
2021
Q3 		$5.73M Sell
43,100
-324,939
-88% -$43.9M 2.4% 7
2021
Q2 		$49.5M Buy
368,039
+310,139
+536% +$40.9M 14.48% 1
2021
Q1 		$7.53M Buy
+57,900
New +$7.7M 4.15% 5

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

Stevens Capital Management's LQD Position: Q1 2026 in Review

Stevens Capital Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2026, closing a stake of 20,481 shares — an estimated $2.26M sold.

Stevens Capital Management first reported a position in LQD in Q1 2021 and held it in 13 quarters. The position peaked at $50.3M in Q3 2024. 1,096 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Stevens Capital Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Stevens Capital Management sold 20,481 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $2.26M.
  • Stevens Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2021 and held it in 13 quarters.
  • Stevens Capital Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $50.3M in Q3 2024.
  • 1,096 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Stevens Capital Management's 13F filing for Q1 2026, filed 11 May 2026.