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

Finley Financial’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	$207K	Hold	1,900	–	–	0.08%	68
2026 Q1	$207K	Hold	1,900	–	–	0.1%	64
2025 Q4	$209K	Hold	1,900	–	–	0.1%	64
2025 Q3	$212K	Hold	1,900	–	–	0.1%	67
2025 Q2	$208K	Hold	1,900	–	–	0.1%	64
2025 Q1	$206K	Hold	1,900	–	–	0.11%	61
2024 Q4	$202K	Buy	+1,900	New	+$208K	0.11%	66

Other funds holding LQD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Finley Financial's LQD Position: Q2 2026 in Review

Finley Financial held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 1,900 shares worth $207K. The position accounts for 0.08% of the portfolio, ranked #68.

Finley Financial first reported a position in LQD in Q4 2024 and has held it in 7 quarters since. The position peaked at $212K in Q3 2025. 702 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Finley Financial held 1,900 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $207K as of Q2 2026.
Finley Financial left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.08% of Finley Financial's portfolio in Q2 2026, its #68 holding.
Finley Financial first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Finley Financial's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $212K in Q3 2025.
702 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Finley Financial's 13F filing for Q2 2026, filed 8 Jul 2026.