Texas Yale Capital Corp’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Texas Yale Capital Corp’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	$212K	Hold	1,949	–	–	0.01%	482
2025 Q4	$215K	Sell	1,949 -555	-22%	-$61.7K	0.01%	471
2025 Q3	$279K	Hold	2,504	–	–	0.01%	423
2025 Q2	$274K	Buy	2,504 +299	+14%	+$32.1K	0.01%	409
2025 Q1	$240K	Hold	2,205	–	–	0.01%	414
2024 Q4	$236K	Hold	2,205	–	–	0.01%	420
2024 Q3	$249K	Hold	2,205	–	–	0.01%	417
2024 Q2	$236K	Hold	2,205	–	–	0.01%	407
2024 Q1	$240K	Hold	2,205	–	–	0.01%	406
2023 Q4	$244K	Hold	2,205	–	–	0.01%	390
2023 Q3	$225K	Hold	2,205	–	–	0.01%	389
2023 Q2	$238K	Sell	2,205 -300	-12%	-$32.4K	0.01%	395
2023 Q1	$275K	Sell	2,505 -100	-4%	-$10.8K	0.01%	389
2022 Q4	$275K	Sell	2,605 -372	-12%	-$38.9K	0.02%	387
2022 Q3	$305K	Sell	2,977 -297	-9%	-$32.7K	0.02%	361
2022 Q2	$360K	Sell	3,274 -1,618	-33%	-$183K	0.02%	339
2022 Q1	$592K	Buy	4,892 +2	+0%	+$249	0.03%	303
2021 Q4	$648K	Buy	4,890 +2	+0%	+$266	0.03%	294
2021 Q3	$650K	Buy	4,888 +2	+0%	+$270	0.04%	288
2021 Q2	$656K	Sell	4,886 -797	-14%	-$105K	0.04%	289
2021 Q1	$739K	Buy	5,683 +1	+0%	+$133	0.05%	267
2020 Q4	$785K	Sell	5,682 -147	-3%	-$20K	0.05%	262
2020 Q3	$785K	Buy	5,829 +2	+0%	+$273	0.06%	248
2020 Q2	$784K	Buy	5,827 +852	+17%	+$111K	0.06%	242
2020 Q1	$614K	Buy	4,975 +200	+4%	+$25.5K	0.06%	254
2019 Q4	$611K	Sell	4,775 -200	-4%	-$25.5K	0.04%	302
2019 Q3	$634K	Hold	4,975	–	–	0.05%	294
2019 Q2	$619K	Sell	4,975 -6,975	-58%	-$838K	0.05%	297
2019 Q1	$1.42M	Buy	11,950 +5,975	+100%	+$692K	0.06%	273
2018 Q4	$674K	Hold	5,975	–	–	0.06%	257
2018 Q3	$687K	Hold	5,975	–	–	0.06%	283
2018 Q2	$685K	Hold	5,975	–	–	0.06%	271
2018 Q1	$701K	Hold	5,975	–	–	0.06%	261
2017 Q4	$726K	Hold	5,975	–	–	0.06%	266
2017 Q3	$724K	Hold	5,975	–	–	0.06%	268
2017 Q2	$720K	Sell	5,975 -1,350	-18%	-$161K	0.06%	264
2017 Q1	$864K	Sell	7,325 -14,080	-66%	-$1.65M	0.08%	228
2016 Q4	$2.51M	Sell	21,405 -1,925	-8%	-$229K	0.24%	80
2016 Q3	$2.87M	Hold	23,330	–	–	0.28%	72
2016 Q2	$2.86M	Hold	23,330	–	–	0.28%	71
2016 Q1	$2.77M	Hold	23,330	–	–	0.29%	72
2015 Q4	$2.66M	Hold	23,330	–	–	0.26%	76
2015 Q3	$2.71M	Sell	23,330 -955	-4%	-$110K	0.26%	75
2015 Q2	$2.81M	Hold	24,285	–	–	0.23%	87
2015 Q1	$2.96M	Hold	24,285	–	–	0.24%	79
2014 Q4	$2.9M	Hold	24,285	–	–	0.25%	69
2014 Q3	$2.87M	Hold	24,285	–	–	0.27%	68
2014 Q2	$2.9M	Buy	24,285 +1,905	+9%	+$225K	0.36%	59
2014 Q1	$2.62M	Hold	22,380	–	–	0.36%	62
2013 Q4	$2.56M	Hold	22,380	–	–	0.39%	61
2013 Q3	$2.54M	Sell	22,380 -130	-0.6%	-$14.7K	0.43%	59
2013 Q2	$2.56M	Buy	+22,510	New	+$2.68M	0.45%	57

Other funds holding LQD

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

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 New York $871B AUM 31.28% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Texas Yale Capital Corp's LQD Position: Q1 2026 in Review

Texas Yale Capital Corp held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q1 2026 at 1,949 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #482.

Texas Yale Capital Corp first reported a position in LQD in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.96M in Q1 2015. 1,098 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

Texas Yale Capital Corp held 1,949 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $212K as of Q1 2026.
Texas Yale Capital Corp left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q1 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Texas Yale Capital Corp's portfolio in Q1 2026, its #482 holding.
Texas Yale Capital Corp first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 52 quarters since.
Texas Yale Capital Corp's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.96M in Q1 2015.
1,098 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Texas Yale Capital Corp's 13F filing for Q1 2026, filed 4 May 2026.