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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
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 $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Berger Financial Group's LQD Position: Q1 2026 in Review

Berger Financial Group reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 3% in Q1 2026, selling an estimated $17.8K and leaving 5,264 shares worth $574K. The position accounts for 0.03% of the portfolio, ranked #275.

Berger Financial Group first reported a position in LQD in Q1 2023 and has held it in 13 quarters since. The position peaked at $994K in Q4 2023. 1,096 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Berger Financial Group held 5,264 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $574K as of Q1 2026.
  • Berger Financial Group sold 161 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $17.8K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.03% of Berger Financial Group's portfolio in Q1 2026, its #275 holding.
  • Berger Financial Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • Berger Financial Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $994K in Q4 2023.
  • 1,096 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.