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BridgePort Financial Solutions’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

BridgePort Financial Solutions’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 		– Sell
-4,356
Closed -$480K – 244
2025
Q4 		$480K Buy
4,356
+18
+0.4% +$2K 0.13% 132
2025
Q3 		$484K Buy
+4,338
New +$477K 0.13% 139

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MYLI
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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

BridgePort Financial Solutions's LQD Position: Q1 2026 in Review

BridgePort Financial Solutions sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2026, closing a stake of 4,356 shares — an estimated $480K sold.

BridgePort Financial Solutions first reported a position in LQD in Q3 2025 and held it in 2 quarters. The position peaked at $484K in Q3 2025. 1,095 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • BridgePort Financial Solutions reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • BridgePort Financial Solutions sold 4,356 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $480K.
  • BridgePort Financial Solutions first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2025 and held it in 2 quarters.
  • BridgePort Financial Solutions's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $484K in Q3 2025.
  • 1,095 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on BridgePort Financial Solutions's 13F filing for Q1 2026, filed 16 Apr 2026.