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

Financial Perspectives’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	$7.76K	Buy	+71	New	+$7.74K	﹤0.01%	572

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Financial Perspectives's LQD Position: Q2 2026 in Review

Financial Perspectives opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026: 71 shares worth $7.76K. The stake represents ﹤0.01% of the portfolio and ranks #572 among its holdings.

1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Financial Perspectives held 71 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $7.76K as of Q2 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF was a new Financial Perspectives position in Q2 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of Financial Perspectives's portfolio in Q2 2026, its #572 holding.
1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.