Compass Financial Management
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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
Q3 		$222K Sell
2,175
-134
-6% -$14.2K 0.02% 427
2026
Q2 		$251K Buy
+2,309
New +$252K 0.03% 382

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Wealthfront Advisers
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BNP Paribas Financial Markets
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Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Allianz
Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.87B AUM 14.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Compass Financial Management's LQD Position: Q3 2026 in Review

Compass Financial Management reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 5.8% in Q3 2026, selling an estimated $14.2K and leaving 2,175 shares worth $222K. The position accounts for 0.02% of the portfolio, ranked #427.

Compass Financial Management first reported a position in LQD in Q2 2026 and has held it in 2 quarters since. The position peaked at $251K in Q2 2026. 917 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

  • Compass Financial Management held 2,175 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $222K as of Q3 2026.
  • Compass Financial Management sold 134 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $14.2K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.02% of Compass Financial Management's portfolio in Q3 2026, its #427 holding.
  • Compass Financial Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $251K in Q2 2026.
  • 917 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.