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

Berger 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 		$438K Sell
4,013
-1,251
-24% -$136K 0.02% 314
2026
Q1 		$574K Sell
5,264
-161
-3% -$17.8K 0.03% 275
2025
Q4 		$598K Buy
5,425
+438
+9% +$48.7K 0.03% 269
2025
Q3 		$556K Buy
4,987
+792
+19% +$87.1K 0.03% 272
2025
Q2 		$460K Sell
4,195
-18
-0.4% -$1.93K 0.03% 277
2025
Q1 		$458K Sell
4,213
-203
-5% -$21.9K 0.03% 271
2024
Q4 		$472K Sell
4,416
-1,558
-26% -$170K 0.03% 263
2024
Q3 		$675K Sell
5,974
-337
-5% -$37.3K 0.05% 192
2024
Q2 		$676K Sell
6,311
-600
-9% -$64K 0.05% 176
2024
Q1 		$753K Sell
6,911
-2,068
-23% -$225K 0.06% 172
2023
Q4 		$994K Buy
8,979
+1,381
+18% +$144K 0.1% 122
2023
Q3 		$775K Buy
7,598
+5,394
+245% +$569K 0.09% 129
2023
Q2 		$238K Sell
2,204
-194
-8% -$21K 0.03% 254
2023
Q1 		$263K Buy
+2,398
New +$260K 0.03% 225

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

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

Berger Financial Group reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 24% in Q2 2026, selling an estimated $136K and leaving 4,013 shares worth $438K. The position accounts for 0.02% of the portfolio, ranked #314.

Berger Financial Group first reported a position in LQD in Q1 2023 and has held it in 14 quarters since. The position peaked at $994K in Q4 2023. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Berger Financial Group held 4,013 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $438K as of Q2 2026.
  • Berger Financial Group sold 1,251 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $136K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.02% of Berger Financial Group's portfolio in Q2 2026, its #314 holding.
  • Berger Financial Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Berger Financial Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $994K in Q4 2023.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

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