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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Transcend Capital Advisors's LQD Position: Q1 2026 in Review

Transcend Capital Advisors reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 8.5% in Q1 2026, selling an estimated $35.4K and leaving 3,476 shares worth $379K. The position accounts for 0.03% of the portfolio, ranked #472.

Transcend Capital Advisors first reported a position in LQD in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.9M in Q4 2020. 1,096 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Transcend Capital Advisors held 3,476 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $379K as of Q1 2026.
  • Transcend Capital Advisors sold 321 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $35.4K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.03% of Transcend Capital Advisors's portfolio in Q1 2026, its #472 holding.
  • Transcend Capital Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • Transcend Capital Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $4.9M in Q4 2020.
  • 1,096 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Transcend Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.