Transcend Capital Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Transcend Capital Advisors’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	$283K	Sell	2,591 -885	-25%	-$96.4K	0.02%	645
2026 Q1	$379K	Sell	3,476 -321	-8%	-$35.4K	0.03%	472
2025 Q4	$418K	Buy	3,797 +365	+11%	+$40.6K	0.03%	411
2025 Q3	$383K	Sell	3,432 -34	-1%	-$3.74K	0.03%	450
2025 Q2	$380K	Sell	3,466 -140	-4%	-$15K	0.03%	393
2025 Q1	$392K	Sell	3,606 -102	-3%	-$11K	0.03%	413
2024 Q4	$396K	Sell	3,708 -2,089	-36%	-$229K	0.03%	384
2024 Q3	$655K	Sell	5,797 -172	-3%	-$19K	0.04%	335
2024 Q2	$639K	Sell	5,969 -1,546	-21%	-$165K	0.05%	315
2024 Q1	$818K	Sell	7,515 -2,307	-23%	-$251K	0.07%	259
2023 Q4	$1.09M	Buy	9,822 +1,819	+23%	+$189K	0.1%	205
2023 Q3	$817K	Sell	8,003 -3,986	-33%	-$420K	0.08%	232
2023 Q2	$1.3M	Buy	11,989 +7,564	+171%	+$818K	0.12%	175
2023 Q1	$485K	Sell	4,425 -30,537	-87%	-$3.31M	0.05%	295
2022 Q4	$3.69M	Sell	34,962 -1,007	-3%	-$105K	0.4%	54
2022 Q3	$3.69M	Sell	35,969 -429	-1%	-$47.3K	0.41%	51
2022 Q2	$4M	Buy	36,398 +7,661	+27%	+$865K	0.42%	53
2022 Q1	$3.48M	Buy	28,737 +23,949	+500%	+$2.99M	0.31%	81
2021 Q4	$634K	Sell	4,788 -245	-5%	-$32.6K	0.06%	272
2021 Q3	$669K	Sell	5,033 -12,115	-71%	-$1.64M	0.06%	253
2021 Q2	$2.31M	Sell	17,148 -17	-0.1%	-$2.24K	0.33%	79
2021 Q1	$2.24M	Sell	17,165 -18,297	-52%	-$2.43M	0.27%	95
2020 Q4	$4.9M	Buy	35,462 +15,894	+81%	+$2.16M	0.64%	30
2020 Q3	$2.64M	Buy	19,568 +5,263	+37%	+$718K	0.48%	54
2020 Q2	$1.92M	Buy	14,305 +1,468	+11%	+$191K	0.63%	55
2020 Q1	$1.58M	Sell	12,837 -9,944	-44%	-$1.27M	0.48%	63
2019 Q4	$2.92M	Buy	+22,781	New	+$2.9M	0.79%	34

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

Transcend Capital Advisors's LQD Position: Q2 2026 in Review

Transcend Capital Advisors reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 25% in Q2 2026, selling an estimated $96.4K and leaving 2,591 shares worth $283K. The position accounts for 0.02% of the portfolio, ranked #645.

Transcend Capital Advisors first reported a position in LQD in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.9M in Q4 2020. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Transcend Capital Advisors held 2,591 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $283K as of Q2 2026.
Transcend Capital Advisors sold 885 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $96.4K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.02% of Transcend Capital Advisors's portfolio in Q2 2026, its #645 holding.
Transcend Capital Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 27 quarters since.
Transcend Capital Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $4.9M in Q4 2020.
1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.