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 Q2	$148K	Buy	1,360 +539	+66%	+$58.7K	0.06%	263
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 $1.55T AUM 33.47% 1-Year Est. Return

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 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

AmeriFlex Group's LQD Position: Q2 2026 in Review

AmeriFlex Group increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 66% in Q2 2026, buying an estimated $58.7K and bringing the position to 1,360 shares worth $148K. The position accounts for 0.06% of the portfolio, ranked #263.

AmeriFlex Group first reported a position in LQD in Q4 2024 and has held it in 7 quarters since. The position peaked at $722K in Q3 2025. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

AmeriFlex Group held 1,360 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $148K as of Q2 2026.
AmeriFlex Group bought 539 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $58.7K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.06% of AmeriFlex Group's portfolio in Q2 2026, its #263 holding.
AmeriFlex Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
AmeriFlex Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $722K in Q3 2025.
1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.