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

Founders Financial Alliance’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 		$1.35M Buy
12,347
+4,518
+58% +$492K 0.18% 117
2026
Q1 		$853K Sell
7,829
-83
-1% -$9.15K 0.15% 138
2025
Q4 		$872K Sell
7,912
-224
-3% -$24.9K 0.16% 120
2025
Q3 		$907K Buy
8,136
+59
+0.7% +$6.49K 0.17% 120
2025
Q2 		$885K Sell
8,077
-660
-8% -$70.8K 0.2% 110
2025
Q1 		$950K Sell
8,737
-720
-8% -$77.6K 0.23% 97
2024
Q4 		$1.01M Sell
9,457
-75
-0.8% -$8.21K 0.28% 82
2024
Q3 		$1.08M Sell
9,532
-298
-3% -$33K 0.3% 81
2024
Q2 		$1.05M Sell
9,830
-2,632
-21% -$281K 0.31% 77
2024
Q1 		$1.36M Buy
12,462
+291
+2% +$31.6K 0.41% 56
2023
Q4 		$1.35M Sell
12,171
-2,323
-16% -$242K 0.52% 38
2023
Q3 		$1.48M Sell
14,494
-215
-1% -$22.7K 0.65% 31
2023
Q2 		$1.59M Sell
14,709
-168
-1% -$18.2K 0.63% 35
2023
Q1 		$1.63M Sell
14,877
-482
-3% -$52.2K 0.81% 29
2022
Q4 		$1.62M Sell
15,359
-268
-2% -$28.1K 0.74% 32
2022
Q3 		$1.6M Sell
15,627
-1,480
-9% -$163K 0.81% 26
2022
Q2 		$1.88M Buy
17,107
+1,332
+8% +$150K 0.95% 23
2022
Q1 		$1.91M Sell
15,775
-536
-3% -$66.9K 0.85% 27
2021
Q4 		$2.16M Sell
16,311
-1,190
-7% -$158K 0.87% 19
2021
Q3 		$2.33M Buy
17,501
+390
+2% +$52.7K 1.09% 15
2021
Q2 		$2.3M Sell
17,111
-1,099
-6% -$145K 1.05% 15
2021
Q1 		$2.37M Sell
18,210
-760
-4% -$101K 1.17% 14
2020
Q4 		$2.62M Buy
18,970
+303
+2% +$41.3K 1.48% 10
2020
Q3 		$2.52M Buy
+18,667
New +$2.54M 1.5% 9

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

Founders Financial Alliance's LQD Position: Q2 2026 in Review

Founders Financial Alliance increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 58% in Q2 2026, buying an estimated $492K and bringing the position to 12,347 shares worth $1.35M. The position accounts for 0.18% of the portfolio, ranked #117.

Founders Financial Alliance first reported a position in LQD in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.62M in Q4 2020. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Founders Financial Alliance held 12,347 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.35M as of Q2 2026.
  • Founders Financial Alliance bought 4,518 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $492K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.18% of Founders Financial Alliance's portfolio in Q2 2026, its #117 holding.
  • Founders Financial Alliance first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • Founders Financial Alliance's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.62M in Q4 2020.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.