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

Godfrey Financial Associates’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	$638K	Buy	5,848 +159	+3%	+$17.3K	0.49%	36
2026 Q1	$620K	Sell	5,689 -193	-3%	-$21.3K	0.53%	29
2025 Q4	$648K	Buy	+5,882	New	+$654K	0.56%	30

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

Godfrey Financial Associates's LQD Position: Q2 2026 in Review

Godfrey Financial Associates increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 2.8% in Q2 2026, buying an estimated $17.3K and bringing the position to 5,848 shares worth $638K. The position accounts for 0.49% of the portfolio, ranked #36.

Godfrey Financial Associates first reported a position in LQD in Q4 2025 and has held it in 3 quarters since. The position peaked at $648K in Q4 2025. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Godfrey Financial Associates held 5,848 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $638K as of Q2 2026.
Godfrey Financial Associates bought 159 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $17.3K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.49% of Godfrey Financial Associates's portfolio in Q2 2026, its #36 holding.
Godfrey Financial Associates first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
Godfrey Financial Associates's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $648K in Q4 2025.
1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.