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 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 $1.37T AUM 24.88% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Brian Low Financial Group's LQD Position: Q1 2026 in Review

Brian Low Financial Group reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.24% in Q1 2026, selling an estimated $3.31K and leaving 12,489 shares worth $1.36M. The position accounts for 0.92% of the portfolio, ranked #39.

Brian Low Financial Group first reported a position in LQD in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.47M in Q2 2025. 1,096 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

Brian Low Financial Group held 12,489 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.36M as of Q1 2026.
Brian Low Financial Group sold 30 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $3.31K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.92% of Brian Low Financial Group's portfolio in Q1 2026, its #39 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 4 quarters since.
Brian Low Financial Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.47M in Q2 2025.
1,096 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Brian Low Financial Group's 13F filing for Q1 2026, filed 20 Apr 2026.