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

Farrell Financial’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 		$1.55M Sell
14,171
-4,869
-26% -$531K 0.84% 28
2026
Q1 		$2.08M Sell
19,040
-7,515
-28% -$829K 1.24% 24
2025
Q4 		$2.93M Sell
26,555
-2,535
-9% -$282K 1.73% 20
2025
Q3 		$3.24M Buy
29,090
+328
+1% +$36.1K 2.03% 18
2025
Q2 		$3.15M Sell
28,762
-178
-0.6% -$19.1K 2.12% 17
2025
Q1 		$3.15M Sell
28,940
-2,555
-8% -$275K 2.29% 17
2024
Q4 		$3.36M Sell
31,495
-313
-1% -$34.2K 2.41% 15
2024
Q3 		$3.49M Buy
31,808
+108
+0.3% +$11.9K 2.47% 15
2024
Q2 		$3.4M Sell
31,700
-2,441
-7% -$261K 2.65% 15
2024
Q1 		$3.72M Sell
34,141
-2,155
-6% -$234K 3.04% 12
2023
Q4 		$3.71M Buy
+36,296
New +$3.78M 3.71% 9

Other funds holding LQD

AWMT
AAFMAA Wealth Management & Trust Fayetteville, North Carolina $286M AUM 19.57% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
TCM
Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $203M AUM 33.06% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return