Constant Guidance Financial’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Constant Guidance Financial’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 Q1	–	Sell	-3,110	Closed	-$343K	–	56
2025 Q4	$343K	Sell	3,110 -8,080	-72%	-$898K	0.24%	41
2025 Q3	$1.25M	Sell	11,190 -13,170	-54%	-$1.45M	1%	18
2025 Q2	$2.67M	Sell	24,360 -1,252	-5%	-$134K	2.68%	10
2025 Q1	$2.78M	Buy	+25,612	New	+$2.76M	3.5%	6
2024 Q4	–	Sell	-87,930	Closed	-$9.93M	–	43
2024 Q3	$9.93M	Buy	+87,930	New	+$9.73M	8.13%	3
2024 Q2	–	Sell	-16,726	Closed	-$1.8M	–	36
2024 Q1	$1.8M	Sell	16,726 -126,777	-88%	-$13.8M	1.66%	15
2023 Q4	$15.9M	Buy	143,503 +140,110	+4,129%	+$14.6M	16.18%	2
2023 Q3	$342K	Buy	+3,393	New	+$358K	0.45%	15

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

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

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

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Constant Guidance Financial's LQD Position: Q1 2026 in Review

Constant Guidance Financial sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2026, closing a stake of 3,110 shares — an estimated $343K sold.

Constant Guidance Financial first reported a position in LQD in Q3 2023 and held it in 8 quarters. The position peaked at $15.9M in Q4 2023. 1,104 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

Constant Guidance Financial reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Constant Guidance Financial sold 3,110 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $343K.
Constant Guidance Financial first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2023 and held it in 8 quarters.
Constant Guidance Financial's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $15.9M in Q4 2023.
1,104 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Constant Guidance Financial's 13F filing for Q1 2026, filed 18 May 2026.