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

Independent 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 		$1.57M Sell
14,378
-20
-0.1% -$2.18K 0.03% 524
2026
Q1 		$1.57M Sell
14,398
-623
-4% -$68.7K 0.04% 473
2025
Q4 		$1.66M Buy
15,021
+1,087
+8% +$121K 0.04% 447
2025
Q3 		$1.55M Buy
13,934
+101
+0.7% +$11.1K 0.04% 462
2025
Q2 		$1.52M Buy
13,833
+2,972
+27% +$319K 0.04% 417
2025
Q1 		$1.18M Sell
10,861
-3,783
-26% -$408K 0.04% 439
2024
Q4 		$1.56M Buy
14,644
+53
+0.4% +$5.8K 0.05% 352
2024
Q3 		$1.65M Buy
14,591
+2,077
+17% +$230K 0.06% 315
2024
Q2 		$1.34M Sell
12,514
-9,700
-44% -$1.04M 0.05% 325
2024
Q1 		$2.42M Buy
22,214
+9,115
+70% +$990K 0.11% 177
2023
Q4 		$1.45M Buy
13,099
+652
+5% +$67.9K 0.08% 267
2023
Q3 		$1.27M Buy
12,447
+655
+6% +$69.1K 0.08% 269
2023
Q2 		$1.28M Buy
11,792
+351
+3% +$38K 0.09% 256
2023
Q1 		$1.25M Buy
11,441
+2,284
+25% +$247K 0.1% 232
2022
Q4 		$966K Buy
9,157
+350
+4% +$36.6K 0.08% 243
2022
Q3 		$902K Sell
8,807
-3,472
-28% -$383K 0.08% 242
2022
Q2 		$1.35M Sell
12,279
-443
-3% -$50K 0.14% 162
2022
Q1 		$1.54M Buy
12,722
+1,511
+13% +$188K 0.13% 165
2021
Q4 		$1.49M Buy
11,211
+2,745
+32% +$365K 0.12% 169
2021
Q3 		$1.13M Buy
8,466
+1,445
+21% +$195K 0.12% 190
2021
Q2 		$943K Buy
7,021
+702
+11% +$92.5K 0.1% 229
2021
Q1 		$822K Sell
6,319
-428
-6% -$56.9K 0.11% 215
2020
Q4 		$932K Buy
6,747
+329
+5% +$44.8K 0.14% 174
2020
Q3 		$865K Buy
6,418
+681
+12% +$92.8K 0.16% 148
2020
Q2 		$772K Buy
5,737
+325
+6% +$42.3K 0.17% 151
2020
Q1 		$668K Buy
+5,412
New +$690K 0.2% 131

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

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

Independent Financial Group reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.14% in Q2 2026, selling an estimated $2.18K and leaving 14,378 shares worth $1.57M. The position accounts for 0.03% of the portfolio, ranked #524.

Independent Financial Group first reported a position in LQD in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.42M in Q1 2024. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Independent Financial Group held 14,378 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.57M as of Q2 2026.
  • Independent Financial Group sold 20 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $2.18K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.03% of Independent Financial Group's portfolio in Q2 2026, its #524 holding.
  • Independent Financial Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.42M in Q1 2024.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.