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 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

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

ABLE Financial Group's LQD Position: Q2 2026 in Review

ABLE Financial Group held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 4,157 shares worth $453K. The position accounts for 0.08% of the portfolio, ranked #151.

ABLE Financial Group first reported a position in LQD in Q1 2023 and has held it in 10 quarters since. The position peaked at $560K in Q3 2024. 306 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

ABLE Financial Group held 4,157 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $453K as of Q2 2026.
ABLE Financial Group left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.08% of ABLE Financial Group's portfolio in Q2 2026, its #151 holding.
ABLE Financial Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2023 and has held it in 10 quarters since.
ABLE Financial Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $560K in Q3 2024.
306 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on ABLE Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.