Fiduciary Alliance’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Fiduciary Alliance’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	–	Sell	-2,697	Closed	-$294K	–	539
2026 Q2	$294K	Buy	+2,697	New	+$294K	0.02%	444
2024 Q1	–	Sell	-1,888	Closed	-$209K	–	203
2023 Q4	$209K	Buy	+1,888	New	+$197K	0.04%	176
2023 Q3	–	Sell	-1,685	Closed	-$182K	–	614
2023 Q2	$182K	Buy	+1,685	New	+$182K	0.04%	156
2023 Q1	–	Sell	-12,719	Closed	-$1.34M	–	547
2022 Q4	$1.34M	Buy	+12,719	New	+$1.33M	0.35%	63

Other funds holding LQD

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

North Dakota State Investment Board Bismarck, North Dakota $2.55B AUM 30.23% 1-Year Est. Return

GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fiduciary Alliance's LQD Position: Q3 2026 in Review

Fiduciary Alliance sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2026, closing a stake of 2,697 shares — an estimated $294K sold.

Fiduciary Alliance first reported a position in LQD in Q4 2022 and held it in 4 quarters. The position peaked at $1.34M in Q4 2022. 599 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

Fiduciary Alliance reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
Fiduciary Alliance sold 2,697 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $294K.
Fiduciary Alliance first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2022 and held it in 4 quarters.
Fiduciary Alliance's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.34M in Q4 2022.
599 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.