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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
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

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
AWMT
AAFMAA Wealth Management & Trust Fayetteville, North Carolina $286M AUM 19.57% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
VIS
Vertex Investment Solutions Chiyoda-Ku $148M AUM
TCM
Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return

Fiduciary Alliance's LQD Position: Q2 2026 in Review

Fiduciary Alliance opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026: 2,697 shares worth $294K. The stake represents 0.02% of the portfolio and ranks #444 among its holdings. This is a return to the name: Fiduciary Alliance previously reported a position in LQD as recently as Q4 2023.

Fiduciary Alliance first reported a position in LQD in Q4 2022 and has held it in 4 quarters since. The position peaked at $1.34M in Q4 2022. 199 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Fiduciary Alliance held 2,697 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $294K as of Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF was a new Fiduciary Alliance position in Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.02% of Fiduciary Alliance's portfolio in Q2 2026, its #444 holding.
  • Fiduciary Alliance first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 4 quarters since.
  • Fiduciary Alliance's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.34M in Q4 2022.
  • 199 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.