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

Financial Consulate’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
Q1 		$123K Hold
1,126
– – 0.02% 195
2025
Q4 		$124K Buy
+1,126
New +$125K 0.02% 212

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Financial Consulate's LQD Position: Q1 2026 in Review

Financial Consulate held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q1 2026 at 1,126 shares worth $123K. The position accounts for 0.02% of the portfolio, ranked #195.

Financial Consulate first reported a position in LQD in Q4 2025 and has held it in 2 quarters since. The position peaked at $124K in Q4 2025. 1,095 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Financial Consulate held 1,126 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $123K as of Q1 2026.
  • Financial Consulate left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q1 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.02% of Financial Consulate's portfolio in Q1 2026, its #195 holding.
  • Financial Consulate first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Financial Consulate's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $124K in Q4 2025.
  • 1,095 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.