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

Friedenthal 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
Q3 		$34.1K Buy
334
+39
+13% +$4.13K 0.01% 201
2026
Q2 		$32.2K Hold
295
– – 0.01% 161
2026
Q1 		$32.2K Buy
295
+24
+9% +$2.65K 0.02% 159
2025
Q4 		$29.9K Hold
271
– – 0.02% 162
2025
Q3 		$30.2K Buy
271
+3
+1% +$330 0.02% 159
2025
Q2 		$29.4K Sell
268
-30
-10% -$3.22K 0.02% 157
2025
Q1 		$32.4K Buy
298
+9
+3% +$970 0.02% 149
2024
Q4 		$30.9K Buy
289
+12
+4% +$1.31K 0.02% 184
2024
Q3 		$31.3K Hold
277
– – 0.02% 179
2024
Q2 		$29.7K Buy
277
+7
+3% +$747 0.02% 178
2024
Q1 		$29.4K Sell
270
-37,333
-99% -$4.06M 0.02% 176
2023
Q4 		$4.16M Buy
+37,603
New +$3.92M 2.71% 7
2023
Q3 		– Sell
-1,857
Closed -$201K – 123
2023
Q2 		$201K Buy
+1,857
New +$201K 0.13% 103
2020
Q1 		– Sell
-65,536
Closed -$8.39M – 48
2019
Q4 		$8.39M Buy
65,536
+606
+0.9% +$77.2K 6.39% 2
2019
Q3 		$8.28M Buy
+64,930
New +$8.18M 6.5% 4
2016
Q4 		– Sell
-49,573
Closed -$6.11M – 49
2016
Q3 		$6.11M Buy
+49,573
New +$6.11M 5.33% 7
2016
Q2 		– Sell
-3,706
Closed -$423K – 51
2016
Q1 		$423K Hold
3,706
– – 0.39% 31
2015
Q4 		$423K Sell
3,706
-362
-9% -$41.8K 0.38% 31
2015
Q3 		$472K Buy
4,068
+1
+0% +$116 0.42% 21
2015
Q2 		$471K Sell
4,067
-65,750
-94% -$7.79M 0.41% 28
2015
Q1 		$8.5M Sell
69,817
-2,034
-3% -$247K 7.2% 2
2014
Q4 		$8.58M Buy
71,851
+69,364
+2,789% +$8.27M 7.29% 3
2014
Q3 		$294K Sell
2,487
-358
-13% -$42.6K 0.25% 35
2014
Q2 		$339K Buy
2,845
+2
+0.1% +$237 0.27% 31
2014
Q1 		$333K Buy
2,843
+111
+4% +$12.9K 0.28% 27
2013
Q4 		$312K Buy
+2,732
New +$312K 0.29% 27

Other funds holding LQD

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Friedenthal Financial's LQD Position: Q3 2026 in Review

Friedenthal Financial increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 13% in Q3 2026, buying an estimated $4.13K and bringing the position to 334 shares worth $34.1K. The position accounts for 0.01% of the portfolio, ranked #201.

Friedenthal Financial first reported a position in LQD in Q4 2013 and has held it in 26 quarters since. The position peaked at $8.58M in Q4 2014. 699 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

  • Friedenthal Financial held 334 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $34.1K as of Q3 2026.
  • Friedenthal Financial bought 39 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $4.13K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Friedenthal Financial's portfolio in Q3 2026, its #201 holding.
  • Friedenthal Financial first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2013 and has held it in 26 quarters since.
  • Friedenthal Financial's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $8.58M in Q4 2014.
  • 699 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Friedenthal Financial's 13F filing for Q3 2026, filed 27 Oct 2026.