American Financial & Tax Strategies’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

American Financial & Tax Strategies’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	$1.16M	Sell	10,649 -53	-0.5%	-$5.78K	0.52%	51
2026 Q1	$1.17M	Sell	10,702 -87	-0.8%	-$9.59K	0.57%	48
2025 Q4	$1.19M	Sell	10,789 -6	-0.1%	-$667	0.59%	48
2025 Q3	$1.2M	Sell	10,795 -307	-3%	-$33.7K	0.6%	48
2025 Q2	$1.22M	Sell	11,102 -1,885	-15%	-$202K	0.63%	47
2025 Q1	$1.41M	Sell	12,987 -5	-0%	-$539	0.76%	40
2024 Q4	$1.39M	Sell	12,992 -14	-0.1%	-$1.53K	0.72%	42
2024 Q3	$1.47M	Sell	13,006 -195	-1%	-$21.6K	0.75%	41
2024 Q2	$1.41M	Buy	13,201 +89	+0.7%	+$9.5K	0.75%	40
2024 Q1	$1.43M	Sell	13,112 -91	-0.7%	-$9.89K	0.77%	41
2023 Q4	$1.46M	Buy	+13,203	New	+$1.37M	0.83%	39

Other funds holding LQD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

American Financial & Tax Strategies's LQD Position: Q2 2026 in Review

American Financial & Tax Strategies reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.5% in Q2 2026, selling an estimated $5.78K and leaving 10,649 shares worth $1.16M. The position accounts for 0.52% of the portfolio, ranked #51.

American Financial & Tax Strategies first reported a position in LQD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.47M in Q3 2024. 824 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

American Financial & Tax Strategies held 10,649 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.16M as of Q2 2026.
American Financial & Tax Strategies sold 53 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $5.78K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.52% of American Financial & Tax Strategies's portfolio in Q2 2026, its #51 holding.
American Financial & Tax Strategies first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
American Financial & Tax Strategies's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.47M in Q3 2024.
824 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on American Financial & Tax Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.