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

Focus Financial Network’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	$817K	Sell	7,488 -628	-8%	-$68.4K	0.03%	383
2026 Q1	$885K	Sell	8,116 -613	-7%	-$67.6K	0.03%	336
2025 Q4	$962K	Buy	8,729 +460	+6%	+$51.1K	0.03%	308
2025 Q3	$922K	Sell	8,269 -99	-1%	-$10.9K	0.03%	313
2025 Q2	$917K	Sell	8,368 -25	-0.3%	-$2.68K	0.04%	310
2025 Q1	$912K	Sell	8,393 -517	-6%	-$55.7K	0.04%	295
2024 Q4	$952K	Sell	8,910 -325	-4%	-$35.6K	0.04%	284
2024 Q3	$1.04M	Sell	9,235 -479	-5%	-$53K	0.04%	270
2024 Q2	$1.06M	Sell	9,714 -348	-3%	-$37.1K	0.05%	264
2024 Q1	$1.06M	Sell	10,062 -5,076	-34%	-$552K	0.05%	246
2023 Q4	$1.68M	Buy	15,138 +4,264	+39%	+$444K	0.06%	232
2023 Q3	$1.11M	Sell	10,874 -642	-6%	-$67.7K	0.06%	216
2023 Q2	$1.25M	Sell	11,516 -533	-4%	-$57.6K	0.07%	205
2023 Q1	$1.32M	Buy	+12,049	New	+$1.3M	0.08%	194
2021 Q4	–	Sell	-21,105	Closed	-$2.81M	–	413
2021 Q3	$2.81M	Buy	21,105 +1,015	+5%	+$137K	0.37%	66
2021 Q2	$2.7M	Sell	20,090 -785	-4%	-$103K	0.36%	76
2021 Q1	$2.71M	Buy	+20,875	New	+$2.78M	0.32%	75
2020 Q4	–	Sell	-34,426	Closed	-$4.64M	–	455
2020 Q3	$4.64M	Buy	+34,426	New	+$4.69M	0.43%	53
2020 Q2	–	Sell	-8,654	Closed	-$1.07M	–	404
2020 Q1	$1.07M	Sell	8,654 -2,520	-23%	-$321K	0.14%	139
2019 Q4	$1.43M	Buy	11,174 +678	+6%	+$86.3K	0.18%	119
2019 Q3	$1.34M	Buy	10,496 +319	+3%	+$40.2K	0.19%	108
2019 Q2	$1.27M	Buy	10,177 +1,700	+20%	+$204K	0.19%	107
2019 Q1	$1.01M	Buy	+8,477	New	+$982K	0.16%	115

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

Focus Financial Network's LQD Position: Q2 2026 in Review

Focus Financial Network reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 7.7% in Q2 2026, selling an estimated $68.4K and leaving 7,488 shares worth $817K. The position accounts for 0.03% of the portfolio, ranked #383.

Focus Financial Network first reported a position in LQD in Q1 2019 and has held it in 23 quarters since. The position peaked at $4.64M in Q3 2020. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Focus Financial Network held 7,488 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $817K as of Q2 2026.
Focus Financial Network sold 628 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $68.4K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.03% of Focus Financial Network's portfolio in Q2 2026, its #383 holding.
Focus Financial Network first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2019 and has held it in 23 quarters since.
Focus Financial Network's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $4.64M in Q3 2020.
1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.