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Cosner Financial Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Cosner Financial Group’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 		$1.73M Hold
15,861
– – 0.89% 15
2026
Q1 		$1.73M Hold
15,861
– – 0.95% 15
2025
Q4 		$1.75M Sell
15,861
-794
-5% -$88.3K 0.89% 16
2025
Q3 		$1.86M Sell
16,655
-156
-0.9% -$17.1K 1% 15
2025
Q2 		$1.84M Sell
16,811
-20
-0.1% -$2.15K 1.03% 16
2025
Q1 		$1.83M Buy
16,831
+11,586
+221% +$1.25M 1.12% 14
2024
Q4 		$560K Hold
5,245
– – 0.36% 30
2024
Q3 		$593K Hold
5,245
– – 0.38% 29
2024
Q2 		$562K Sell
5,245
-27
-0.5% -$2.88K 0.4% 26
2024
Q1 		$574K Sell
5,272
-1,850
-26% -$201K 0.41% 28
2023
Q4 		$788K Sell
7,122
-178
-2% -$18.5K 0.67% 20
2023
Q3 		$745K Sell
7,300
-152,107
-95% -$16M 0.66% 20
2023
Q2 		$17.2M Buy
+159,407
New +$17.2M 14.21% 1

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
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
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Cosner Financial Group's LQD Position: Q2 2026 in Review

Cosner Financial Group held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 15,861 shares worth $1.73M. The position accounts for 0.89% of the portfolio, ranked #15.

Cosner Financial Group first reported a position in LQD in Q2 2023 and has held it in 13 quarters since. The position peaked at $17.2M in Q2 2023. 1,118 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Cosner Financial Group held 15,861 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.73M as of Q2 2026.
  • Cosner Financial Group left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.89% of Cosner Financial Group's portfolio in Q2 2026, its #15 holding.
  • Cosner Financial Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • Cosner Financial Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $17.2M in Q2 2023.
  • 1,118 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Cosner Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.