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

Forum Financial Management’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 		$209K Buy
+1,917
New +$209K ﹤0.01% 324

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

Forum Financial Management's LQD Position: Q2 2026 in Review

Forum Financial Management opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026: 1,917 shares worth $209K. The stake represents ﹤0.01% of the portfolio and ranks #324 among its holdings.

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

  • Forum Financial Management held 1,917 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $209K as of Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF was a new Forum Financial Management position in Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #324 holding.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.