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

Tradewinds 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 Q2	–	Sell	-16	Closed	-$1.74K	–	753
2026 Q1	$1.74K	Buy	+16	New	+$1.76K	﹤0.01%	571
2024 Q4	–	Sell	-102	Closed	-$11.5K	–	693
2024 Q3	$11.5K	Buy	+102	New	+$11.3K	﹤0.01%	336
2024 Q1	–	Sell	-15	Closed	-$1.66K	–	567
2023 Q4	$1.66K	Buy	+15	New	+$1.56K	﹤0.01%	358
2022 Q2	–	Sell	-40	Closed	-$5K	–	636
2022 Q1	$5K	Hold	40	–	–	﹤0.01%	569
2021 Q4	$5K	Hold	40	–	–	﹤0.01%	580
2021 Q3	$5K	Hold	40	–	–	﹤0.01%	555
2021 Q2	$5K	Hold	40	–	–	﹤0.01%	571
2021 Q1	$5K	Hold	40	–	–	﹤0.01%	550
2020 Q4	$6K	Hold	40	–	–	﹤0.01%	493
2020 Q3	$5K	Hold	40	–	–	﹤0.01%	487
2020 Q2	$5K	Hold	40	–	–	﹤0.01%	477
2020 Q1	$5K	Hold	40	–	–	﹤0.01%	446
2019 Q4	$5K	Buy	+40	New	+$5.09K	﹤0.01%	500
2016 Q2	–	Sell	-110	Closed	-$12K	–	652
2016 Q1	$12K	Buy	110 +79	+255%	+$9.08K	0.01%	382
2015 Q4	$4K	Hold	31	–	–	﹤0.01%	469
2015 Q3	$4K	Buy	+31	New	+$3.58K	﹤0.01%	459

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Tradewinds Capital Management's LQD Position: Q2 2026 in Review

Tradewinds Capital Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026, closing a stake of 16 shares — an estimated $1.74K sold.

Tradewinds Capital Management first reported a position in LQD in Q3 2015 and held it in 16 quarters. The position peaked at $12K in Q1 2016. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Tradewinds Capital Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Tradewinds Capital Management sold 16 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.74K.
Tradewinds Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2015 and held it in 16 quarters.
Tradewinds Capital Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $12K in Q1 2016.
1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.