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Curran Financial Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Curran Financial Partners’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 		$9.44M Buy
86,541
+10,604
+14% +$1.16M 1.41% 19
2026
Q1 		$8.28M Buy
75,937
+12,217
+19% +$1.35M 1.48% 22
2025
Q4 		$7.02M Buy
63,720
+7,099
+13% +$789K 1.33% 20
2025
Q3 		$6.31M Sell
56,621
-35,764
-39% -$3.93M 1.25% 22
2025
Q2 		$10.1M Sell
92,385
-53,210
-37% -$5.71M 2.24% 13
2025
Q1 		$15.8M Buy
145,595
+55,739
+62% +$6.01M 3.88% 5
2024
Q4 		$9.6M Buy
89,856
+27,223
+43% +$2.98M 2.52% 12
2024
Q3 		$7.08M Buy
62,633
+3,308
+6% +$366K 2.01% 12
2024
Q2 		$6.35M Buy
59,325
+2,758
+5% +$294K 2.13% 11
2024
Q1 		$6.16M Buy
56,567
+1,831
+3% +$199K 2.14% 11
2023
Q4 		$5.95M Sell
54,736
-33,511
-38% -$3.49M 2.28% 11
2023
Q3 		$9M Buy
88,247
+38,670
+78% +$4.08M 3.93% 5
2023
Q2 		$5.36M Sell
49,577
-18,840
-28% -$2.04M 2.33% 11
2023
Q1 		$7.5M Sell
68,417
-8,447
-11% -$915K 3.56% 7
2022
Q4 		$8.1M Sell
76,864
-67,551
-47% -$7.07M 3.91% 5
2022
Q3 		$14.8M Sell
144,415
-19,322
-12% -$2.13M 7.5% 1
2022
Q2 		$18M Buy
163,737
+60,526
+59% +$6.83M 8.5% 1
2022
Q1 		$12.5M Sell
103,211
-24,523
-19% -$3.06M 5.13% 3
2021
Q4 		$16.9M Buy
127,734
+33,740
+36% +$4.48M 7.18% 2
2021
Q3 		$12.5M Buy
93,994
+11,524
+14% +$1.56M 6.4% 3
2021
Q2 		$11.1M Sell
82,470
-10,807
-12% -$1.42M 6.09% 4
2021
Q1 		$12.1M Buy
93,277
+44,081
+90% +$5.86M 8.71% 1
2020
Q4 		$6.79M Buy
+49,196
New +$6.7M 5.82% 4

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

Curran Financial Partners's LQD Position: Q2 2026 in Review

Curran Financial Partners increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 14% in Q2 2026, buying an estimated $1.16M and bringing the position to 86,541 shares worth $9.44M. The position accounts for 1.41% of the portfolio, ranked #19.

Curran Financial Partners first reported a position in LQD in Q4 2020 and has held it in 23 quarters since. The position peaked at $18M in Q2 2022. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Curran Financial Partners held 86,541 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $9.44M as of Q2 2026.
  • Curran Financial Partners bought 10,604 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.16M.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 1.41% of Curran Financial Partners's portfolio in Q2 2026, its #19 holding.
  • Curran Financial Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Curran Financial Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $18M in Q2 2022.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Curran Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.