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Cardiff Park Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Cardiff Park Advisors’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 		$195K Buy
1,790
+4
+0.2% +$436 0.02% 270
2026
Q1 		$195K Sell
1,786
-17
-0.9% -$1.87K 0.02% 285
2025
Q4 		$199K Sell
1,803
-3
-0.2% -$334 0.02% 273
2025
Q3 		$201K Buy
1,806
+4
+0.2% +$440 0.02% 289
2025
Q2 		$198K Sell
1,802
-175
-9% -$18.8K 0.02% 262
2025
Q1 		$215K Buy
1,977
+180
+10% +$19.4K 0.02% 251
2024
Q4 		$192K Buy
1,797
+4
+0.2% +$438 0.02% 257
2024
Q3 		$203K Sell
1,793
-4
-0.2% -$443 0.02% 254
2024
Q2 		$192K Buy
1,797
+3
+0.2% +$320 0.02% 246
2024
Q1 		$195K Buy
1,794
+11
+0.6% +$1.2K 0.02% 263
2023
Q4 		$197K Sell
1,783
-350
-16% -$36.4K 0.02% 234
2023
Q3 		$218K Buy
2,133
+3
+0.1% +$316 0.03% 204
2023
Q2 		$230K Buy
2,130
+2
+0.1% +$216 0.03% 214
2023
Q1 		$233K Buy
2,128
+2
+0.1% +$217 0.03% 210
2022
Q4 		$224K Buy
2,126
+3
+0.1% +$314 0.03% 220
2022
Q3 		$218K Sell
2,123
-557
-21% -$61.4K 0.03% 221
2022
Q2 		$295K Buy
2,680
+159
+6% +$18K 0.04% 194
2022
Q1 		$305K Buy
2,521
+2
+0.1% +$249 0.04% 189
2021
Q4 		$334K Buy
+2,519
New +$335K 0.04% 177

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
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
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Cardiff Park Advisors's LQD Position: Q2 2026 in Review

Cardiff Park Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.22% in Q2 2026, buying an estimated $436 and bringing the position to 1,790 shares worth $195K. The position accounts for 0.02% of the portfolio, ranked #270.

Cardiff Park Advisors first reported a position in LQD in Q4 2021 and has held it in 19 quarters since. The position peaked at $334K in Q4 2021. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Cardiff Park Advisors held 1,790 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $195K as of Q2 2026.
  • Cardiff Park Advisors bought 4 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $436.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.02% of Cardiff Park Advisors's portfolio in Q2 2026, its #270 holding.
  • Cardiff Park Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Cardiff Park Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $334K in Q4 2021.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.