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

Freedom Financial Partners’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	$1.77M	Buy	16,239 +251	+2%	+$27.3K	0.58%	27
2026 Q1	$1.74M	Buy	15,988 +1	+0%	+$110	0.62%	27
2025 Q4	$1.76M	Buy	15,987 +966	+6%	+$107K	0.64%	27
2025 Q3	$1.67M	Buy	15,021 +868	+6%	+$95.4K	0.64%	28
2025 Q2	$1.55M	Sell	14,153 -180	-1%	-$19.3K	0.65%	27
2025 Q1	$1.56M	Sell	14,333 -169	-1%	-$18.2K	0.73%	24
2024 Q4	$1.55M	Buy	+14,502	New	+$1.59M	0.75%	25

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

Freedom Financial Partners's LQD Position: Q2 2026 in Review

Freedom Financial Partners increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 1.6% in Q2 2026, buying an estimated $27.3K and bringing the position to 16,239 shares worth $1.77M. The position accounts for 0.58% of the portfolio, ranked #27.

Freedom Financial Partners first reported a position in LQD in Q4 2024 and has held it in 7 quarters since. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Freedom Financial Partners held 16,239 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.77M as of Q2 2026.
Freedom Financial Partners bought 251 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $27.3K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.58% of Freedom Financial Partners's portfolio in Q2 2026, its #27 holding.
Freedom Financial Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Freedom Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.