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

Genesis Financial Group’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 		– Sell
-2,976
Closed -$324K – 112
2026
Q1 		$324K Buy
2,976
+170
+6% +$18.7K 0.2% 78
2025
Q4 		$309K Buy
+2,806
New +$312K 0.18% 83

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

Genesis Financial Group's LQD Position: Q2 2026 in Review

Genesis Financial Group sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026, closing a stake of 2,976 shares — an estimated $324K sold.

Genesis Financial Group first reported a position in LQD in Q4 2025 and held it in 2 quarters. The position peaked at $324K in Q1 2026. 1,119 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Genesis Financial Group reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Genesis Financial Group sold 2,976 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $324K.
  • Genesis Financial Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2025 and held it in 2 quarters.
  • Genesis Financial Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $324K in Q1 2026.
  • 1,119 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Genesis Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.