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

Waterloo Capital’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 		$7.97M Buy
73,041
+6,026
+9% +$657K 0.45% 53
2026
Q1 		$7.3M Buy
67,015
+9,759
+17% +$1.08M 0.51% 48
2025
Q4 		$6.31M Sell
57,256
-4,926
-8% -$548K 0.45% 49
2025
Q3 		$6.93M Buy
62,182
+35,397
+132% +$3.89M 0.52% 44
2025
Q2 		$2.94M Buy
26,785
+24,362
+1,005% +$2.61M 0.24% 102
2025
Q1 		$263K Sell
2,423
-962
-28% -$104K 0.02% 342
2024
Q4 		$362K Sell
3,385
-9,181
-73% -$1M 0.04% 276
2024
Q3 		$1.42M Buy
+12,566
New +$1.39M 0.15% 139
2024
Q2 		– Sell
-2,529
Closed -$275K – 375
2024
Q1 		$275K Sell
2,529
-1,450
-36% -$158K 0.04% 298
2023
Q4 		$440K Buy
3,979
+2,015
+103% +$210K 0.07% 228
2023
Q3 		$200K Sell
1,964
-3,512
-64% -$370K 0.06% 175
2023
Q2 		$592K Buy
+5,476
New +$592K 0.17% 79

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
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
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Waterloo Capital's LQD Position: Q2 2026 in Review

Waterloo Capital increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 9% in Q2 2026, buying an estimated $657K and bringing the position to 73,041 shares worth $7.97M. The position accounts for 0.45% of the portfolio, ranked #53.

Waterloo Capital first reported a position in LQD in Q2 2023 and has held it in 12 quarters since. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Waterloo Capital held 73,041 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $7.97M as of Q2 2026.
  • Waterloo Capital bought 6,026 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $657K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.45% of Waterloo Capital's portfolio in Q2 2026, its #53 holding.
  • Waterloo Capital first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2023 and has held it in 12 quarters since.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.