ABLE Financial Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

ABLE Financial Group’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 Q3	–	Sell	-4,157	Closed	-$453K	–	231
2026 Q2	$453K	Hold	4,157	–	–	0.08%	151
2026 Q1	$453K	Hold	4,157	–	–	0.09%	143
2025 Q4	$458K	Buy	4,157 +298	+8%	+$33.1K	0.09%	134
2025 Q3	$430K	Buy	3,859 +253	+7%	+$27.8K	0.09%	130
2025 Q2	$395K	Sell	3,606 -1,361	-27%	-$146K	0.1%	134
2025 Q1	$540K	Hold	4,967	–	–	0.15%	99
2024 Q4	$531K	Buy	4,967 +8	+0.2%	+$875	0.16%	98
2024 Q3	$560K	Buy	4,959 +31	+0.6%	+$3.43K	0.17%	94
2024 Q2	$528K	Buy	+4,928	New	+$526K	0.19%	89
2023 Q2	–	Sell	-4,561	Closed	-$500K	–	147
2023 Q1	$500K	Buy	+4,561	New	+$494K	0.33%	65

Other funds holding LQD

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Towercrest Capital Management Newtown, Pennsylvania $700M AUM 8.37% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Summit Financial Consulting Sterling Heights, Michigan $136M AUM 9.85% 1-Year Est. Return

AAFMAA Wealth Management & Trust Fayetteville, North Carolina $291M AUM 14.48% 1-Year Est. Return

ABLE Financial Group's LQD Position: Q3 2026 in Review

ABLE Financial Group sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2026, closing a stake of 4,157 shares — an estimated $453K sold.

ABLE Financial Group first reported a position in LQD in Q1 2023 and held it in 10 quarters. The position peaked at $560K in Q3 2024. 298 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

ABLE Financial Group reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
ABLE Financial Group sold 4,157 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $453K.
ABLE Financial Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2023 and held it in 10 quarters.
ABLE Financial Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $560K in Q3 2024.
298 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on ABLE Financial Group's 13F filing for Q3 2026, filed 14 Oct 2026.