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

Atomi Financial 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	$6.1M	Buy	55,882 +3,675	+7%	+$400K	0.16%	118
2026 Q1	$5.69M	Sell	52,207 -19,138	-27%	-$2.11M	0.17%	107
2025 Q4	$7.86M	Buy	71,345 +5,034	+8%	+$560K	0.23%	80
2025 Q3	$7.39M	Buy	66,311 +10,847	+20%	+$1.19M	0.24%	78
2025 Q2	$6.08M	Buy	55,464 +5,337	+11%	+$573K	0.23%	82
2025 Q1	$5.45M	Sell	50,127 -11,570	-19%	-$1.25M	0.25%	82
2024 Q4	$6.59M	Buy	61,697 +2,177	+4%	+$238K	0.33%	56
2024 Q3	$6.72M	Buy	59,520 +1,849	+3%	+$205K	0.42%	42
2024 Q2	$6.18M	Buy	57,671 +46,631	+422%	+$4.98M	0.46%	42
2024 Q1	$1.2M	Sell	11,040 -2,955	-21%	-$321K	0.11%	164
2023 Q4	$1.55M	Buy	13,995 +4,002	+40%	+$417K	0.21%	97
2023 Q3	$1.02M	Buy	+9,993	New	+$1.05M	0.34%	80

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

Atomi Financial Group's LQD Position: Q2 2026 in Review

Atomi Financial Group increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 7% in Q2 2026, buying an estimated $400K and bringing the position to 55,882 shares worth $6.1M. The position accounts for 0.16% of the portfolio, ranked #118.

Atomi Financial Group first reported a position in LQD in Q3 2023 and has held it in 12 quarters since. The position peaked at $7.86M in Q4 2025. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Atomi Financial Group held 55,882 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $6.1M as of Q2 2026.
Atomi Financial Group bought 3,675 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $400K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.16% of Atomi Financial Group's portfolio in Q2 2026, its #118 holding.
Atomi Financial Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
Atomi Financial Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $7.86M in Q4 2025.
1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.