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

Chapman 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
Q2 		$191K Hold
1,754
– – 0.13% 132
2026
Q1 		$191K Sell
1,754
-100
-5% -$11K 0.14% 133
2025
Q4 		$204K Sell
1,854
-100
-5% -$11.1K 0.14% 128
2025
Q3 		$218K Hold
1,954
– – 0.15% 124
2025
Q2 		$214K Buy
+1,954
New +$210K 0.18% 96
2024
Q4 		$219K Buy
+2,054
New +$225K 0.18% 95

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

Chapman Financial Group's LQD Position: Q2 2026 in Review

Chapman Financial Group held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 1,754 shares worth $191K. The position accounts for 0.13% of the portfolio, ranked #132.

Chapman Financial Group first reported a position in LQD in Q4 2024 and has held it in 6 quarters since. The position peaked at $219K in Q4 2024. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Chapman Financial Group held 1,754 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $191K as of Q2 2026.
  • Chapman Financial Group left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.13% of Chapman Financial Group's portfolio in Q2 2026, its #132 holding.
  • Chapman Financial Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Chapman Financial Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $219K in Q4 2024.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Chapman Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.