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Ehrlich Financial Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Ehrlich Financial 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 		$828K Buy
7,587
+28
+0.4% +$3.05K 0.43% 52
2026
Q1 		$824K Sell
7,559
-140
-2% -$15.4K 0.47% 55
2025
Q4 		$848K Buy
+7,699
New +$856K 0.48% 49
2025
Q1 		– Sell
-2,125
Closed -$227K – 116
2024
Q4 		$227K Buy
+2,125
New +$233K 0.16% 96
2024
Q2 		– Sell
-4,518
Closed -$492K – 109
2024
Q1 		$492K Buy
4,518
+705
+18% +$76.6K 0.41% 56
2023
Q4 		$422K Buy
+3,813
New +$397K 0.42% 56

Other funds holding LQD

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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JF
Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
AWMT
AAFMAA Wealth Management & Trust Fayetteville, North Carolina $286M AUM 19.57% 1-Year Est. Return
AIMC
Alley Investment Management Company Lake Forest, Illinois $856M AUM 15.11% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Ehrlich Financial Group's LQD Position: Q2 2026 in Review

Ehrlich Financial Group increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.37% in Q2 2026, buying an estimated $3.05K and bringing the position to 7,587 shares worth $828K. The position accounts for 0.43% of the portfolio, ranked #52.

Ehrlich Financial Group first reported a position in LQD in Q4 2023 and has held it in 6 quarters since. The position peaked at $848K in Q4 2025. 324 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Ehrlich Financial Group held 7,587 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $828K as of Q2 2026.
  • Ehrlich Financial Group bought 28 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $3.05K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.43% of Ehrlich Financial Group's portfolio in Q2 2026, its #52 holding.
  • Ehrlich Financial Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 6 quarters since.
  • Ehrlich Financial Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $848K in Q4 2025.
  • 324 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.