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 Q3	$48.5K	Buy	475 +6	+1%	+$636	0.03%	244
2026 Q2	$51.2K	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

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Ares Financial Consulting's LQD Position: Q3 2026 in Review

Ares Financial Consulting increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 1.3% in Q3 2026, buying an estimated $636 and bringing the position to 475 shares worth $48.5K. The position accounts for 0.03% of the portfolio, ranked #244.

Ares Financial Consulting first reported a position in LQD in Q4 2025 and has held it in 4 quarters since. The position peaked at $51.2K in Q2 2026. 654 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

Ares Financial Consulting held 475 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $48.5K as of Q3 2026.
Ares Financial Consulting bought 6 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $636.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.03% of Ares Financial Consulting's portfolio in Q3 2026, its #244 holding.
Ares Financial Consulting first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 4 quarters since.
Ares Financial Consulting's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $51.2K in Q2 2026.
654 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.