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Sunbelt Securities’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Sunbelt Securities’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 		$245K Sell
2,243
-1,986
-47% -$219K 0.02% 584
2025
Q4 		$466K Sell
4,229
-1,599
-27% -$178K 0.03% 420
2025
Q3 		$650K Sell
5,828
-7,657
-57% -$842K 0.04% 324
2025
Q2 		$1.44M Sell
13,485
-1,609
-11% -$173K 0.13% 152
2025
Q1 		$1.64M Buy
15,094
+1,609
+12% +$173K 0.15% 120
2024
Q4 		$1.44M Sell
13,485
-4,237
-24% -$464K 0.13% 152
2024
Q3 		$2M Buy
17,722
+3,634
+26% +$402K 0.2% 106
2024
Q2 		$1.51M Buy
14,088
+3,459
+33% +$369K 0.15% 132
2024
Q1 		$1.16M Buy
10,629
+1,384
+15% +$150K 0.13% 159
2023
Q4 		$1.02M Sell
9,245
-950
-9% -$98.9K 0.13% 176
2023
Q3 		$1.04M Buy
10,195
+3,816
+60% +$402K 0.14% 158
2023
Q2 		$690K Buy
6,379
+2,151
+51% +$233K 0.1% 221
2023
Q1 		$459K Buy
4,228
+1,252
+42% +$136K 0.07% 268
2022
Q4 		$314K Sell
2,976
-19
-0.6% -$1.99K 0.06% 340
2022
Q3 		$307K Buy
+2,995
New +$330K 0.06% 318
2022
Q2 		– Sell
-3,775
Closed -$458K – 473
2022
Q1 		$458K Sell
3,775
-841
-18% -$105K 0.08% 269
2021
Q4 		$578K Sell
4,616
-4,439
-49% -$590K 0.09% 243
2021
Q3 		$1.22M Hold
9,055
– – 0.22% 117
2021
Q2 		$1.22M Sell
9,055
-67
-0.7% -$8.83K 0.22% 117
2021
Q1 		$1.19M Buy
9,122
+670
+8% +$89.1K 0.23% 115
2020
Q4 		$1.17M Buy
8,452
+2,698
+47% +$367K 0.24% 101
2020
Q3 		$775K Buy
5,754
+2,908
+102% +$396K 0.22% 125
2020
Q2 		$383K Buy
2,846
+885
+45% +$115K 0.13% 192
2020
Q1 		$242K Sell
1,961
-745
-28% -$94.9K 0.01% 327
2019
Q4 		$346K Buy
2,706
+357
+15% +$45.5K 0.04% 410
2019
Q3 		$299K Buy
+2,349
New +$296K 0.03% 420
2018
Q2 		– Sell
-1,876
Closed -$220K – 222
2018
Q1 		$220K Buy
+1,876
New +$222K 0.2% 168

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Sunbelt Securities's LQD Position: Q1 2026 in Review

Sunbelt Securities reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 47% in Q1 2026, selling an estimated $219K and leaving 2,243 shares worth $245K. The position accounts for 0.02% of the portfolio, ranked #584.

Sunbelt Securities first reported a position in LQD in Q1 2018 and has held it in 27 quarters since. The position peaked at $2M in Q3 2024. 1,105 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Sunbelt Securities held 2,243 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $245K as of Q1 2026.
  • Sunbelt Securities sold 1,986 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $219K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.02% of Sunbelt Securities's portfolio in Q1 2026, its #584 holding.
  • Sunbelt Securities first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2018 and has held it in 27 quarters since.
  • Sunbelt Securities's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2M in Q3 2024.
  • 1,105 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.