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

AmeriFlex 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 Q1	$89.5K	Sell	821 -4,489	-85%	-$495K	0.05%	303
2025 Q4	$585K	Sell	5,310 -1,167	-18%	-$130K	0.3%	69
2025 Q3	$722K	Buy	6,477 +6,056	+1,438%	+$666K	0.27%	72
2025 Q2	$46K	Sell	421 -2,935	-87%	-$315K	0.02%	395
2025 Q1	$365K	Buy	3,356 +43	+1%	+$4.63K	0.15%	143
2024 Q4	$356K	Buy	+3,313	New	+$363K	0.16%	134

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

AmeriFlex Group's LQD Position: Q1 2026 in Review

AmeriFlex Group reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 85% in Q1 2026, selling an estimated $495K and leaving 821 shares worth $89.5K. The position accounts for 0.05% of the portfolio, ranked #303.

AmeriFlex Group first reported a position in LQD in Q4 2024 and has held it in 6 quarters since. The position peaked at $722K in Q3 2025. 1,095 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

AmeriFlex Group held 821 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $89.5K as of Q1 2026.
AmeriFlex Group sold 4,489 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $495K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.05% of AmeriFlex Group's portfolio in Q1 2026, its #303 holding.
AmeriFlex Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
AmeriFlex Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $722K in Q3 2025.
1,095 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.