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

Beacon 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 		$205K Hold
1,884
– – 0.02% 370
2026
Q1 		$205K Sell
1,884
-23
-1% -$2.54K 0.02% 343
2025
Q4 		$210K Hold
1,907
– – 0.02% 333
2025
Q3 		$213K Sell
1,907
-40
-2% -$4.4K 0.02% 338
2025
Q2 		$213K Sell
1,947
-665
-25% -$71.4K 0.02% 324
2025
Q1 		$284K Buy
+2,612
New +$281K 0.03% 284
2024
Q3 		– Sell
-2,091
Closed -$224K – 336
2024
Q2 		$224K Sell
2,091
-418
-17% -$44.6K 0.03% 303
2024
Q1 		$273K Sell
2,509
-865
-26% -$94K 0.03% 285
2023
Q4 		$373K Buy
+3,374
New +$351K 0.05% 237

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
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
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

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

Beacon Financial Group held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 1,884 shares worth $205K. The position accounts for 0.02% of the portfolio, ranked #370.

Beacon Financial Group first reported a position in LQD in Q4 2023 and has held it in 9 quarters since. The position peaked at $373K in Q4 2023. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Beacon Financial Group held 1,884 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $205K as of Q2 2026.
  • Beacon Financial Group left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.02% of Beacon Financial Group's portfolio in Q2 2026, its #370 holding.
  • Beacon Financial Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 9 quarters since.
  • Beacon Financial Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $373K in Q4 2023.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.