Creative Financial Designs’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $867K | Buy |
7,959
+412
| +5% | +$45.4K | 0.05% | 245 |
|
|
2025
Q4 | $832K | Sell |
7,547
-1,219
| -14% | -$136K | 0.05% | 251 |
|
|
2025
Q3 | $977K | Buy |
8,766
+2,876
| +49% | +$316K | 0.07% | 231 |
|
|
2025
Q2 | $646K | Buy |
5,890
+44
| +0.8% | +$4.72K | 0.05% | 279 |
|
|
2025
Q1 | $635K | Buy |
5,846
+381
| +7% | +$41.1K | 0.05% | 257 |
|
|
2024
Q4 | $584K | Sell |
5,465
-37
| -0.7% | -$4.05K | 0.05% | 265 |
|
|
2024
Q3 | $622K | Buy |
5,502
+98
| +2% | +$10.8K | 0.05% | 257 |
|
|
2024
Q2 | $579K | Buy |
5,404
+155
| +3% | +$16.5K | 0.05% | 253 |
|
|
2024
Q1 | $572K | Buy |
5,249
+2,195
| +72% | +$239K | 0.05% | 247 |
|
|
2023
Q4 | $338K | Sell |
3,054
-2,041
| -40% | -$213K | 0.03% | 294 |
|
|
2023
Q3 | $520K | Buy |
5,095
+2
| +0% | +$211 | 0.06% | 213 |
|
|
2023
Q2 | $551K | Sell |
5,093
-949
| -16% | -$103K | 0.06% | 201 |
|
|
2023
Q1 | $662K | Buy |
6,042
+2,424
| +67% | +$262K | 0.09% | 176 |
|
|
2022
Q4 | $381K | Buy |
3,618
+1,510
| +72% | +$158K | 0.06% | 235 |
|
|
2022
Q3 | $216K | Buy |
2,108
+109
| +5% | +$12K | 0.04% | 284 |
|
|
2022
Q2 | $220K | Buy |
1,999
+315
| +19% | +$35.6K | 0.04% | 282 |
|
|
2022
Q1 | $204K | Sell |
1,684
-25
| -1% | -$3.12K | 0.03% | 296 |
|
|
2021
Q4 | $227K | Buy |
1,709
+314
| +23% | +$41.7K | 0.03% | 287 |
|
|
2021
Q3 | $186K | Sell |
1,395
-142
| -9% | -$19.2K | 0.03% | 313 |
|
|
2021
Q2 | $207K | Sell |
1,537
-8
| -0.5% | -$1.05K | 0.04% | 284 |
|
|
2021
Q1 | $201K | Sell |
1,545
-297
| -16% | -$39.5K | 0.04% | 270 |
|
|
2020
Q4 | $254K | Buy |
1,842
+189
| +11% | +$25.7K | 0.05% | 228 |
|
|
2020
Q3 | $223K | Buy |
1,653
+526
| +47% | +$71.7K | 0.06% | 225 |
|
|
2020
Q2 | $152K | Buy |
1,127
+163
| +17% | +$21.2K | 0.05% | 231 |
|
|
2020
Q1 | $119K | Sell |
964
-11
| -1% | -$1.4K | 0.06% | 159 |
|
|
2019
Q4 | $125K | Sell |
975
-40
| -4% | -$5.09K | 0.06% | 180 |
|
|
2019
Q3 | $129K | Sell |
1,015
-4
| -0.4% | -$504 | 0.07% | 162 |
|
|
2019
Q2 | $126K | Sell |
1,019
-21
| -2% | -$2.52K | 0.07% | 161 |
|
|
2019
Q1 | $124K | Buy |
1,040
+51
| +5% | +$5.91K | 0.07% | 153 |
|
|
2018
Q4 | $112K | Hold |
989
| – | – | 0.08% | 137 |
|
|
2018
Q3 | $114K | Sell |
989
-80
| -7% | -$9.22K | 0.07% | 151 |
|
|
2018
Q2 | $122K | Hold |
1,069
| – | – | 0.07% | 164 |
|
|
2018
Q1 | $125K | Buy |
1,069
+114
| +12% | +$13.5K | 0.08% | 150 |
|
|
2017
Q4 | $116K | Sell |
955
-27
| -3% | -$3.27K | 0.08% | 157 |
|
|
2017
Q3 | $119K | Buy |
982
+7
| +0.7% | +$846 | 0.07% | 167 |
|
|
2017
Q2 | $118K | Buy |
975
+197
| +25% | +$23.5K | 0.08% | 169 |
|
|
2017
Q1 | $92K | Sell |
778
-123
| -14% | -$14.4K | 0.07% | 186 |
|
|
2016
Q4 | $106K | Buy |
+901
| New | +$107K | 0.09% | 171 |
|
Other funds holding LQD
MYLI
N
B
Creative Financial Designs's LQD Position: Q1 2026 in Review
Creative Financial Designs increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 5.5% in Q1 2026, buying an estimated $45.4K and bringing the position to 7,959 shares worth $867K. The position accounts for 0.05% of the portfolio, ranked #245.
Creative Financial Designs first reported a position in LQD in Q4 2016 and has held it in 38 quarters since. The position peaked at $977K in Q3 2025. 1,096 funds tracked by Wall St. Rank hold LQD as of Q1 2026.
- Creative Financial Designs held 7,959 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $867K as of Q1 2026.
- Creative Financial Designs bought 412 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $45.4K.
- iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.05% of Creative Financial Designs's portfolio in Q1 2026, its #245 holding.
- Creative Financial Designs first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2016 and has held it in 38 quarters since.
- Creative Financial Designs's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $977K in Q3 2025.
- 1,096 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.
Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.