BFW
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Brady Family Wealth’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Brady Family Wealth’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 		$2.28M Buy
20,889
+1,092
+6% +$119K 0.66% 43
2026
Q1 		$2.16M Sell
19,797
-885
-4% -$97.6K 0.67% 45
2025
Q4 		$2.28M Buy
20,682
+228
+1% +$25.3K 0.7% 42
2025
Q3 		$2.28M Sell
20,454
-820
-4% -$90.1K 0.71% 42
2025
Q2 		$2.33M Sell
21,274
-118
-0.6% -$12.7K 0.72% 42
2025
Q1 		$2.33M Buy
21,392
+633
+3% +$68.2K 0.74% 42
2024
Q4 		$2.22M Buy
20,759
+207
+1% +$22.6K 0.68% 45
2024
Q3 		$2.32M Sell
20,552
-339
-2% -$37.5K 0.7% 47
2024
Q2 		$2.24M Buy
20,891
+377
+2% +$40.2K 0.72% 45
2024
Q1 		$2.23M Buy
20,514
+1,043
+5% +$113K 0.72% 45
2023
Q4 		$2.15M Sell
19,471
-2,788
-13% -$290K 0.74% 46
2023
Q3 		$2.27M Sell
22,259
-522
-2% -$55K 0.88% 43
2023
Q2 		$2.46M Buy
22,781
+108
+0.5% +$11.7K 0.92% 42
2023
Q1 		$2.49M Buy
22,673
+951
+4% +$103K 0.98% 41
2022
Q4 		$2.29M Buy
+21,722
New +$2.27M 0.95% 40

Other funds holding LQD

AWMT
AAFMAA Wealth Management & Trust Fayetteville, North Carolina $286M AUM 19.57% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
TCM
Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $203M AUM 33.06% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return