Thrive Capital Management (Pennsylvania)’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$639K Sell
5,855
-183
-3% -$19.9K 0.12% 119
2026
Q1
$658K Sell
6,038
-359
-6% -$39.6K 0.14% 119
2025
Q4
$705K Sell
6,397
-899
-12% -$100K 0.16% 117
2025
Q3
$813K Sell
7,296
-1,286
-15% -$141K 0.21% 108
2025
Q2
$941K Buy
+8,582
New +$921K 0.29% 103
2025
Q1
Sell
-11,222
Closed -$1.2M 130
2024
Q4
$1.2M Sell
11,222
-3,863
-26% -$423K 0.55% 82
2024
Q3
$1.7M Sell
15,085
-887
-6% -$98.1K 0.8% 50
2024
Q2
$1.71M Buy
+15,972
New +$1.7M 0.78% 53
2024
Q1
Sell
-24,999
Closed -$2.77M 170
2023
Q4
$2.77M Sell
24,999
-3,512
-12% -$366K 1.48% 17
2023
Q3
$2.91M Buy
28,511
+705
+3% +$74.3K 1.61% 16
2023
Q2
$3.01M Sell
27,806
-845
-3% -$91.4K 1.72% 15
2023
Q1
$3.11M Buy
+28,651
New +$3.1M 1.96% 12

Other funds holding LQD

Thrive Capital Management (Pennsylvania)'s LQD Position: Q2 2026 in Review

Thrive Capital Management (Pennsylvania) reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 3% in Q2 2026, selling an estimated $19.9K and leaving 5,855 shares worth $639K. The position accounts for 0.12% of the portfolio, ranked #119.

Thrive Capital Management (Pennsylvania) first reported a position in LQD in Q1 2023 and has held it in 12 quarters since. The position peaked at $3.11M in Q1 2023. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Thrive Capital Management (Pennsylvania) held 5,855 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $639K as of Q2 2026.
  • Thrive Capital Management (Pennsylvania) sold 183 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $19.9K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.12% of Thrive Capital Management (Pennsylvania)'s portfolio in Q2 2026, its #119 holding.
  • Thrive Capital Management (Pennsylvania) first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2023 and has held it in 12 quarters since.
  • Thrive Capital Management (Pennsylvania)'s iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.11M in Q1 2023.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q2 2026, filed 5 Aug 2026.