Ares Financial Consulting’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Ares Financial Consulting’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	$51.1K	Buy	469 +6	+1%	+$654	0.04%	225
2026 Q1	$50.4K	Buy	463 +3	+0.7%	+$331	0.04%	212
2025 Q4	$50.7K	Buy	+460	New	+$51.1K	0.05%	158

Other funds holding LQD

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

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

NMIFOAC

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

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

NDSIB

North Dakota State Investment Board Bismarck, North Dakota $2.46B AUM

Ares Financial Consulting's LQD Position: Q2 2026 in Review

Ares Financial Consulting increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 1.3% in Q2 2026, buying an estimated $654 and bringing the position to 469 shares worth $51.1K. The position accounts for 0.04% of the portfolio, ranked #225.

Ares Financial Consulting first reported a position in LQD in Q4 2025 and has held it in 3 quarters since. 596 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Ares Financial Consulting held 469 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $51.1K as of Q2 2026.
Ares Financial Consulting bought 6 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $654.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.04% of Ares Financial Consulting's portfolio in Q2 2026, its #225 holding.
Ares Financial Consulting first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
596 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.