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CVFG LLC’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

CVFG LLC’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 		$3.72M Buy
34,108
+2,226
+7% +$243K 0.39% 78
2026
Q1 		$3.47M Buy
31,882
+2,544
+9% +$280K 0.43% 73
2025
Q4 		$3.23M Buy
29,338
+525
+2% +$58.4K 2.22% 17
2025
Q3 		$3.21M Buy
28,813
+4,435
+18% +$488K 2.32% 17
2025
Q2 		$2.67M Buy
24,378
+1,751
+8% +$188K 2.12% 17
2025
Q1 		$2.46M Buy
22,627
+2,409
+12% +$260K 2.24% 16
2024
Q4 		$2.16M Buy
+20,218
New +$2.21M 1.97% 16

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

CVFG LLC's LQD Position: Q2 2026 in Review

CVFG LLC increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 7% in Q2 2026, buying an estimated $243K and bringing the position to 34,108 shares worth $3.72M. The position accounts for 0.39% of the portfolio, ranked #78.

CVFG LLC first reported a position in LQD in Q4 2024 and has held it in 7 quarters since. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • CVFG LLC held 34,108 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $3.72M as of Q2 2026.
  • CVFG LLC bought 2,226 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $243K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.39% of CVFG LLC's portfolio in Q2 2026, its #78 holding.
  • CVFG LLC first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on CVFG LLC's 13F filing for Q2 2026, filed 11 Aug 2026.