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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
Q3 		$16.4M Buy
160,182
+3,919
+3% +$415K 3.22% 12
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

Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
North Dakota State Investment Board
North Dakota State Investment Board Bismarck, North Dakota $2.55B AUM 30.23% 1-Year Est. Return
GDS Wealth Management
GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

DDFG Inc's LQD Position: Q3 2026 in Review

DDFG Inc increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 2.5% in Q3 2026, buying an estimated $415K and bringing the position to 160,182 shares worth $16.4M. The position accounts for 3.22% of the portfolio, ranked #12.

DDFG Inc first reported a position in LQD in Q4 2022 and has held it in 16 quarters since. The position peaked at $28.3M in Q1 2025. 454 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

  • DDFG Inc held 160,182 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $16.4M as of Q3 2026.
  • DDFG Inc bought 3,919 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $415K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 3.22% of DDFG Inc's portfolio in Q3 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 16 quarters since.
  • DDFG Inc's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $28.3M in Q1 2025.
  • 454 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on DDFG Inc's 13F filing for Q3 2026, filed 15 Oct 2026.