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Crown Wealth Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Crown Wealth 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 		$222K Buy
+2,034
New +$222K 0.06% 139

Other funds holding LQD

JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Crown Wealth Group's LQD Position: Q2 2026 in Review

Crown Wealth Group opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026: 2,034 shares worth $222K. The stake represents 0.06% of the portfolio and ranks #139 among its holdings.

445 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Crown Wealth Group held 2,034 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $222K as of Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF was a new Crown Wealth Group position in Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.06% of Crown Wealth Group's portfolio in Q2 2026, its #139 holding.
  • 445 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.