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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
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 $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Genesis Financial Group's LQD Position: Q1 2026 in Review

Genesis Financial Group increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 6.1% in Q1 2026, buying an estimated $18.7K and bringing the position to 2,976 shares worth $324K. The position accounts for 0.2% of the portfolio, ranked #78.

Genesis Financial Group first reported a position in LQD in Q4 2025 and has held it in 2 quarters since. 1,099 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Genesis Financial Group held 2,976 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $324K as of Q1 2026.
  • Genesis Financial Group bought 170 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $18.7K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.2% of Genesis Financial Group's portfolio in Q1 2026, its #78 holding.
  • Genesis Financial Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,099 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Genesis Financial Group's 13F filing for Q1 2026, filed 18 May 2026.