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DDFG Inc’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

DDFG Inc’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 		$17M Sell
156,263
-27,670
-15% -$3.01M 3.38% 12
2026
Q1 		$20M Buy
183,933
+5,279
+3% +$582K 4.32% 7
2025
Q4 		$19.7M Buy
178,654
+3,464
+2% +$385K 4.31% 8
2025
Q3 		$19.5M Buy
175,190
+9,670
+6% +$1.06M 4.51% 8
2025
Q2 		$18.1M Sell
165,520
-94,798
-36% -$10.2M 4.56% 8
2025
Q1 		$28.3M Buy
260,318
+78,640
+43% +$8.47M 7.84% 3
2024
Q4 		$19.4M Sell
181,678
-5,071
-3% -$555K 5.6% 6
2024
Q3 		$21.1M Buy
186,749
+52,479
+39% +$5.81M 6.03% 6
2024
Q2 		$14.4M Buy
134,270
+1,937
+1% +$207K 4.44% 10
2024
Q1 		$14.4M Buy
132,333
+4,555
+4% +$495K 4.58% 9
2023
Q4 		$14.1M Buy
127,778
+1,431
+1% +$149K 4.78% 8
2023
Q3 		$12.9M Buy
126,347
+19,803
+19% +$2.09M 4.75% 8
2023
Q2 		$11.5M Buy
106,544
+1,862
+2% +$201K 4.24% 11
2023
Q1 		$11.5M Buy
104,682
+6,263
+6% +$678K 4.46% 9
2022
Q4 		$10.4M Buy
+98,419
New +$10.3M 4.29% 8

Other funds holding LQD

JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 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

DDFG Inc's LQD Position: Q2 2026 in Review

DDFG Inc reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 15% in Q2 2026, selling an estimated $3.01M and leaving 156,263 shares worth $17M. The position accounts for 3.38% of the portfolio, ranked #12.

DDFG Inc first reported a position in LQD in Q4 2022 and has held it in 15 quarters since. The position peaked at $28.3M in Q1 2025. 510 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • DDFG Inc held 156,263 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $17M as of Q2 2026.
  • DDFG Inc sold 27,670 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $3.01M.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 3.38% of DDFG Inc's portfolio in Q2 2026, its #12 holding.
  • DDFG Inc first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • DDFG Inc's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $28.3M in Q1 2025.
  • 510 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on DDFG Inc's 13F filing for Q2 2026, filed 28 Jul 2026.