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AAFMAA Wealth Management & Trust’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

AAFMAA Wealth Management & Trust’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 		$23.8M Buy
218,278
+16,797
+8% +$1.83M 8.31% 1
2026
Q1 		$22M Buy
201,481
+4,735
+2% +$522K 8.52% 1
2025
Q4 		$21.7M Buy
+196,746
New +$21.9M 8.5% 1
2025
Q2 		– Sell
-35,857
Closed -$3.9M – 86
2025
Q1 		$3.9M Sell
35,857
-68,486
-66% -$7.38M 1.77% 9
2024
Q4 		$11.1M Buy
104,343
+6,704
+7% +$734K 4.89% 4
2024
Q3 		$11M Buy
97,639
+1,274
+1% +$141K 4.86% 4
2024
Q2 		$10.3M Buy
96,365
+2,611
+3% +$279K 5.08% 3
2024
Q1 		$10.2M Buy
93,754
+11,016
+13% +$1.2M 5.57% 3
2023
Q4 		$9.16M Buy
+82,738
New +$8.62M 5.19% 3

Other funds holding LQD

Mirae Asset Global Investments
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
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JF
Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 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
CAP
Cordoba Advisory Partners New York $472M AUM
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

AAFMAA Wealth Management & Trust's LQD Position: Q2 2026 in Review

AAFMAA Wealth Management & Trust increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 8.3% in Q2 2026, buying an estimated $1.83M and bringing the position to 218,278 shares worth $23.8M. The position accounts for 8.31% of the portfolio, ranked #1.

AAFMAA Wealth Management & Trust first reported a position in LQD in Q4 2023 and has held it in 9 quarters since. 287 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • AAFMAA Wealth Management & Trust held 218,278 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $23.8M as of Q2 2026.
  • AAFMAA Wealth Management & Trust bought 16,797 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.83M.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 8.31% of AAFMAA Wealth Management & Trust's portfolio in Q2 2026, its #1 holding.
  • AAFMAA Wealth Management & Trust first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 9 quarters since.
  • 287 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q2 2026, filed 8 Jul 2026.