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

Brian Low 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	$1.51M	Buy	13,801 +1,312	+11%	+$143K	0.88%	43
2026 Q1	$1.36M	Sell	12,489 -30	-0.2%	-$3.31K	0.92%	39
2025 Q4	$1.38M	Sell	12,519 -270	-2%	-$30K	0.98%	31
2025 Q3	$1.43M	Sell	12,789 -648	-5%	-$71.2K	1.11%	18
2025 Q2	$1.47M	Buy	+13,437	New	+$1.44M	1.38%	16

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

Brian Low Financial Group's LQD Position: Q2 2026 in Review

Brian Low Financial Group increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 11% in Q2 2026, buying an estimated $143K and bringing the position to 13,801 shares worth $1.51M. The position accounts for 0.88% of the portfolio, ranked #43.

Brian Low Financial Group first reported a position in LQD in Q2 2025 and has held it in 5 quarters since. 1,117 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Brian Low Financial Group held 13,801 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.51M as of Q2 2026.
Brian Low Financial Group bought 1,312 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $143K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.88% of Brian Low Financial Group's portfolio in Q2 2026, its #43 holding.
Brian Low Financial Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
1,117 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Brian Low Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.