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CFG Wealth Management Services’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

CFG Wealth Management Services’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 		– Sell
-1,535
Closed -$167K – 120
2026
Q1 		$167K Hold
1,535
– – 0.15% 39
2025
Q4 		$169K Buy
+1,535
New +$171K 0.15% 36

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MYLI
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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

CFG Wealth Management Services's LQD Position: Q2 2026 in Review

CFG Wealth Management Services sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026, closing a stake of 1,535 shares — an estimated $167K sold.

CFG Wealth Management Services first reported a position in LQD in Q4 2025 and held it in 2 quarters. The position peaked at $169K in Q4 2025. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • CFG Wealth Management Services reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • CFG Wealth Management Services sold 1,535 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $167K.
  • CFG Wealth Management Services first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2025 and held it in 2 quarters.
  • CFG Wealth Management Services's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $169K in Q4 2025.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on CFG Wealth Management Services's 13F filing for Q2 2026, filed 15 Jul 2026.