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

Birch 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	$1.43M	Buy	13,154 +1,062	+9%	+$116K	0.74%	29
2026 Q1	$1.32M	Buy	12,092 +62	+0.5%	+$6.84K	0.77%	28
2025 Q4	$1.33M	Buy	12,030 +535	+5%	+$59.5K	0.76%	29
2025 Q3	$1.28M	Buy	11,495 +1,353	+13%	+$149K	0.75%	30
2025 Q2	$1.11M	Buy	10,142 +2,930	+41%	+$314K	0.89%	24
2025 Q1	$784K	Buy	7,212 +4,228	+142%	+$456K	0.7%	32
2024 Q4	$319K	Buy	+2,984	New	+$327K	0.36%	63

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

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

Birch Financial Group increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 8.8% in Q2 2026, buying an estimated $116K and bringing the position to 13,154 shares worth $1.43M. The position accounts for 0.74% of the portfolio, ranked #29.

Birch Financial Group first reported a position in LQD in Q4 2024 and has held it in 7 quarters since. 1,119 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Birch Financial Group held 13,154 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.43M as of Q2 2026.
Birch Financial Group bought 1,062 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $116K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.74% of Birch Financial Group's portfolio in Q2 2026, its #29 holding.
Birch Financial Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
1,119 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.