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

Compass Financial Management’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	$251K	Buy	+2,309	New	+$252K	0.03%	382

Other funds holding LQD

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Compass Financial Management's LQD Position: Q2 2026 in Review

Compass Financial Management opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026: 2,309 shares worth $251K. The stake represents 0.03% of the portfolio and ranks #382 among its holdings.

1,065 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Compass Financial Management held 2,309 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $251K as of Q2 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF was a new Compass Financial Management position in Q2 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.03% of Compass Financial Management's portfolio in Q2 2026, its #382 holding.
1,065 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.