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 Q3	$1.42M	Sell	13,864 -514	-4%	-$54.5K	0.03%	563
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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

DJYG

David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return

KGP

Keystone Global Partners Denver, Colorado $278M AUM 15.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

Independent Financial Group's LQD Position: Q3 2026 in Review

Independent Financial Group reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 3.6% in Q3 2026, selling an estimated $54.5K and leaving 13,864 shares worth $1.42M. The position accounts for 0.03% of the portfolio, ranked #563.

Independent Financial Group first reported a position in LQD in Q1 2020 and has held it in 27 quarters since. The position peaked at $2.42M in Q1 2024. 67 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

Independent Financial Group held 13,864 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.42M as of Q3 2026.
Independent Financial Group sold 514 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $54.5K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.03% of Independent Financial Group's portfolio in Q3 2026, its #563 holding.
Independent Financial Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2020 and has held it in 27 quarters since.
Independent Financial Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.42M in Q1 2024.
67 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.