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

Two West 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	$434K	Buy	4,048 +45	+1%	+$4.9K	0.22%	65
2026 Q1	$435K	Buy	4,003 +802	+25%	+$88.4K	0.23%	67
2025 Q4	$353K	Sell	3,201 -1,862	-37%	-$207K	0.21%	69
2025 Q3	$571K	Sell	5,063 -206	-4%	-$22.6K	0.34%	50
2025 Q2	$574K	Buy	5,269 +482	+10%	+$51.7K	0.38%	43
2025 Q1	$504K	Sell	4,787 -246	-5%	-$26.5K	0.42%	36
2024 Q4	$538K	Sell	5,033 -740	-13%	-$81K	0.46%	37
2024 Q3	$652K	Sell	5,773 -697	-11%	-$77.1K	0.53%	32
2024 Q2	$693K	Buy	+6,470	New	+$691K	0.66%	25

Other funds holding LQD

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

AWMT

AAFMAA Wealth Management & Trust Fayetteville, North Carolina $286M AUM 19.57% 1-Year Est. Return

AIMC

Alley Investment Management Company Lake Forest, Illinois $856M AUM 15.11% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Two West Capital Advisors's LQD Position: Q2 2026 in Review

Two West Capital Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 1.1% in Q2 2026, buying an estimated $4.9K and bringing the position to 4,048 shares worth $434K. The position accounts for 0.22% of the portfolio, ranked #65.

Two West Capital Advisors first reported a position in LQD in Q2 2024 and has held it in 9 quarters since. The position peaked at $693K in Q2 2024. 324 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Two West Capital Advisors held 4,048 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $434K as of Q2 2026.
Two West Capital Advisors bought 45 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $4.9K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.22% of Two West Capital Advisors's portfolio in Q2 2026, its #65 holding.
Two West Capital Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Two West Capital Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $693K in Q2 2024.
324 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Two West Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.