AFG Fiduciary Services’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

AFG Fiduciary Services’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	–	Sell	-5,000	Closed	-$545K	–	78
2026 Q1	$545K	Hold	5,000	–	–	0.32%	50
2025 Q4	$551K	Hold	5,000	–	–	0.33%	50
2025 Q3	$558K	Hold	5,000	–	–	0.32%	54
2025 Q2	$547K	Hold	5,000	–	–	0.35%	48
2025 Q1	$535K	Hold	5,000	–	–	0.39%	43
2024 Q4	$532K	Sell	5,000 -1,000	-17%	-$109K	0.38%	41
2024 Q3	$665K	Buy	+6,000	New	+$664K	0.45%	40

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

AFG Fiduciary Services's LQD Position: Q2 2026 in Review

AFG Fiduciary Services sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026, closing a stake of 5,000 shares — an estimated $545K sold.

AFG Fiduciary Services first reported a position in LQD in Q3 2024 and held it in 7 quarters. The position peaked at $665K in Q3 2024. 324 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

AFG Fiduciary Services reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
AFG Fiduciary Services sold 5,000 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $545K.
AFG Fiduciary Services first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2024 and held it in 7 quarters.
AFG Fiduciary Services's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $665K in Q3 2024.
324 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on AFG Fiduciary Services's 13F filing for Q2 2026, filed 9 Jul 2026.