Coordinated Financial Services’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Coordinated Financial Services’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	$2.72M	Buy	24,979 +1,239	+5%	+$137K	1.56%	12
2025 Q4	$2.62M	Buy	23,740 +3,559	+18%	+$396K	1.5%	11
2025 Q3	$2.25M	Buy	20,181 +1,925	+11%	+$212K	1.44%	12
2025 Q2	$2M	Buy	18,256 +275	+2%	+$29.5K	1.39%	13
2025 Q1	$1.95M	Buy	17,981 +1,139	+7%	+$123K	1.5%	13
2024 Q4	$1.8M	Buy	+16,842	New	+$1.84M	1.4%	12
2024 Q2	$1.15M	Buy	10,764 +955	+10%	+$102K	0.99%	30
2024 Q1	$1.07M	Buy	+9,809	New	+$1.07M	0.93%	29

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

Coordinated Financial Services's LQD Position: Q1 2026 in Review

Coordinated Financial Services increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 5.2% in Q1 2026, buying an estimated $137K and bringing the position to 24,979 shares worth $2.72M. The position accounts for 1.56% of the portfolio, ranked #12.

Coordinated Financial Services first reported a position in LQD in Q1 2024 and has held it in 8 quarters since. 1,105 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

Coordinated Financial Services held 24,979 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $2.72M as of Q1 2026.
Coordinated Financial Services bought 1,239 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $137K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 1.56% of Coordinated Financial Services's portfolio in Q1 2026, its #12 holding.
Coordinated Financial Services first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2024 and has held it in 8 quarters since.
1,105 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.