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CMG Global Holdings’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

CMG Global Holdings’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 		$1.33M Sell
12,214
-206
-2% -$22.4K 0.56% 39
2026
Q1 		$1.35M Sell
12,420
-180
-1% -$19.8K 0.64% 39
2025
Q4 		$1.39M Sell
12,600
-291
-2% -$32.4K 0.62% 41
2025
Q3 		$1.45M Buy
12,891
+56
+0.4% +$6.16K 0.71% 40
2025
Q2 		$1.4M Sell
12,835
-92
-0.7% -$9.87K 0.73% 40
2025
Q1 		$1.39M Sell
12,927
-14
-0.1% -$1.51K 0.91% 36
2024
Q4 		$1.39M Sell
12,941
-39
-0.3% -$4.27K 0.76% 39
2024
Q3 		$1.47M Sell
12,980
-30
-0.2% -$3.32K 0.83% 36
2024
Q2 		$1.39M Sell
13,010
-60
-0.5% -$6.4K 0.92% 34
2024
Q1 		$1.42M Sell
13,070
-70
-0.5% -$7.61K 0.98% 33
2023
Q4 		$1.42M Sell
13,140
-142
-1% -$14.8K 1.03% 28
2023
Q3 		$1.36M Buy
13,282
+19
+0.1% +$2K 1.16% 29
2023
Q2 		$1.43M Sell
13,263
-44
-0.3% -$4.76K 1.17% 29
2023
Q1 		$1.46M Sell
13,307
-129
-1% -$14K 1.32% 21
2022
Q4 		$1.42M Sell
13,436
-2,257
-14% -$236K 1.34% 26
2022
Q3 		$1.61M Hold
15,693
– – 1.73% 22
2022
Q2 		$1.73M Sell
15,693
-220
-1% -$24.8K 1.79% 21
2022
Q1 		$1.92M Buy
15,913
+90
+0.6% +$11.2K 1.57% 21
2021
Q4 		$2.1M Buy
15,823
+241
+2% +$32K 1.35% 22
2021
Q3 		$2.07M Buy
15,582
+1,175
+8% +$159K 1.55% 20
2021
Q2 		$1.94M Buy
14,407
+811
+6% +$107K 1.46% 19
2021
Q1 		$1.77M Buy
+13,596
New +$1.81M 1.53% 17

Other funds holding LQD

JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CMG Global Holdings's LQD Position: Q2 2026 in Review

CMG Global Holdings reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 1.7% in Q2 2026, selling an estimated $22.4K and leaving 12,214 shares worth $1.33M. The position accounts for 0.56% of the portfolio, ranked #39.

CMG Global Holdings first reported a position in LQD in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.1M in Q4 2021. 476 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • CMG Global Holdings held 12,214 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.33M as of Q2 2026.
  • CMG Global Holdings sold 206 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $22.4K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.56% of CMG Global Holdings's portfolio in Q2 2026, its #39 holding.
  • CMG Global Holdings first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • CMG Global Holdings's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.1M in Q4 2021.
  • 476 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on CMG Global Holdings's 13F filing for Q2 2026, filed 28 Jul 2026.