Independence Financial Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
Bought
Maintained
Sold
Other funds holding LQD
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Independence Financial Advisors's LQD Position: Q2 2026 in Review
Independence Financial Advisors opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026: 63,500 shares worth $6.93M. The stake represents 1.8% of the portfolio and ranks #21 among its holdings. This is a return to the name: Independence Financial Advisors previously reported a position in LQD as recently as Q4 2025.
Independence Financial Advisors first reported a position in LQD in Q1 2025 and has held it in 5 quarters since. The position peaked at $19.3M in Q4 2025. 1,120 funds tracked by Wall St. Rank hold LQD as of Q2 2026.
- Independence Financial Advisors held 63,500 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $6.93M as of Q2 2026.
- iShares iBoxx $ Investment Grade Corporate Bond ETF was a new Independence Financial Advisors position in Q2 2026.
- iShares iBoxx $ Investment Grade Corporate Bond ETF made up 1.8% of Independence Financial Advisors's portfolio in Q2 2026, its #21 holding.
- Independence Financial Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2025 and has held it in 5 quarters since.
- Independence Financial Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $19.3M in Q4 2025.
- 1,120 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.
Based on Independence Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.