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

Fiduciary 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 		$9.85M Buy
90,335
+3,424
+4% +$373K 1.12% 20
2026
Q1 		$9.47M Buy
86,911
+10,796
+14% +$1.19M 1.26% 18
2025
Q4 		$8.39M Buy
76,115
+2,102
+3% +$234K 1.18% 19
2025
Q3 		$8.25M Buy
74,013
+3,210
+5% +$353K 1.3% 17
2025
Q2 		$7.74M Buy
70,803
+4,856
+7% +$521K 1.4% 17
2025
Q1 		$6.94M Buy
65,947
+9,492
+17% +$1.02M 1.51% 16
2024
Q4 		$5.95M Sell
56,455
-338
-0.6% -$37K 1.29% 17
2024
Q3 		$6.31M Buy
56,793
+5,023
+10% +$556K 1.45% 16
2024
Q2 		$5.65M Buy
+51,770
New +$5.53M 1.37% 17

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

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

Fiduciary Financial Group increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 3.9% in Q2 2026, buying an estimated $373K and bringing the position to 90,335 shares worth $9.85M. The position accounts for 1.12% of the portfolio, ranked #20.

Fiduciary Financial Group first reported a position in LQD in Q2 2024 and has held it in 9 quarters since. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Fiduciary Financial Group held 90,335 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $9.85M as of Q2 2026.
  • Fiduciary Financial Group bought 3,424 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $373K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 1.12% of Fiduciary Financial Group's portfolio in Q2 2026, its #20 holding.
  • Fiduciary Financial Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.