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

Centaurus Financial’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 		$125K Sell
1,147
-23
-2% -$2.51K ﹤0.01% 1030
2026
Q1 		$127K Buy
1,170
+116
+11% +$12.8K 0.01% 963
2025
Q4 		$116K Buy
+1,054
New +$117K 0.01% 980
2023
Q4 		– Sell
-2,241
Closed -$229K – 801
2023
Q3 		$229K Buy
2,241
+948
+73% +$100K 0.02% 532
2023
Q2 		$140K Sell
1,293
-1,285
-50% -$139K 0.01% 651
2023
Q1 		$283K Buy
2,578
+413
+19% +$44.7K 0.02% 557
2022
Q4 		$228K Sell
2,165
-183
-8% -$19.2K 0.02% 572
2022
Q3 		$241K Buy
2,348
+466
+25% +$51.4K 0.02% 560
2022
Q2 		$207K Buy
+1,882
New +$212K 0.02% 601
2022
Q1 		– Sell
-13,304
Closed -$1.76M – 947
2021
Q4 		$1.76M Buy
13,304
+1,257
+10% +$167K 0.13% 183
2021
Q3 		$1.6M Buy
12,047
+629
+6% +$85K 0.13% 187
2021
Q2 		$1.53M Buy
11,418
+3,404
+42% +$449K 0.13% 190
2021
Q1 		$1.04M Buy
8,014
+872
+12% +$116K 0.1% 233
2020
Q4 		$987K Buy
7,142
+1,712
+32% +$233K 0.1% 238
2020
Q3 		$731K Buy
5,430
+1,118
+26% +$152K 0.1% 220
2020
Q2 		$580K Sell
4,312
-3,358
-44% -$437K 0.09% 259
2020
Q1 		$947K Buy
7,670
+3,021
+65% +$385K 0.19% 138
2019
Q4 		$595K Buy
4,649
+374
+9% +$47.6K 0.08% 270
2019
Q3 		$545K Sell
4,275
-81
-2% -$10.2K 0.09% 250
2019
Q2 		$542K Buy
4,356
+3,131
+256% +$376K 0.09% 249
2019
Q1 		$146K Buy
1,225
+225
+23% +$26.1K 0.03% 458
2018
Q4 		$122K Hold
1,000
– – 0.03% 432
2018
Q3 		$125K Sell
1,000
-3,745
-79% -$432K 0.02% 471
2018
Q2 		$544K Buy
4,745
+3,421
+258% +$394K 0.08% 285
2018
Q1 		$155K Buy
+1,324
New +$156K 0.04% 364

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

Centaurus Financial's LQD Position: Q2 2026 in Review

Centaurus Financial reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 2% in Q2 2026, selling an estimated $2.51K and leaving 1,147 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #1030.

Centaurus Financial first reported a position in LQD in Q1 2018 and has held it in 25 quarters since. The position peaked at $1.76M in Q4 2021. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Centaurus Financial held 1,147 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $125K as of Q2 2026.
  • Centaurus Financial sold 23 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $2.51K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of Centaurus Financial's portfolio in Q2 2026, its #1030 holding.
  • Centaurus Financial first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2018 and has held it in 25 quarters since.
  • Centaurus Financial's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.76M in Q4 2021.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.