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Kaizen Financial Strategies’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Kaizen Financial Strategies’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 		$631K Buy
5,822
+15
+0.3% +$1.63K 0.21% 75
2026
Q1 		$635K Sell
5,807
-207
-3% -$22.8K 0.27% 74
2025
Q4 		$663K Sell
6,014
-189
-3% -$21K 0.29% 57
2025
Q3 		$688K Sell
6,203
-153
-2% -$16.8K 0.31% 58
2025
Q2 		$697K Buy
6,356
+381
+6% +$40.9K 0.35% 50
2025
Q1 		$649K Sell
5,975
-1,644
-22% -$177K 0.37% 45
2024
Q4 		$814K Sell
7,619
-308
-4% -$33.7K 0.46% 36
2024
Q3 		$896K Sell
7,927
-169
-2% -$18.7K 0.52% 35
2024
Q2 		$882K Sell
8,096
-551
-6% -$58.8K 0.55% 33
2024
Q1 		$942K Sell
8,647
-21
-0.2% -$2.28K 0.64% 28
2023
Q4 		$959K Sell
8,668
-1,118
-11% -$116K 0.73% 26
2023
Q3 		$998K Buy
9,786
+2,859
+41% +$301K 0.84% 26
2023
Q2 		$745K Buy
6,927
+22
+0.3% +$2.38K 0.64% 29
2023
Q1 		$757K Sell
6,905
-2,573
-27% -$279K 0.75% 30
2022
Q4 		$1.05M Sell
9,478
-144
-1% -$15.1K 1.03% 28
2022
Q3 		$986K Buy
9,622
+299
+3% +$33K 1% 30
2022
Q2 		$1.03M Sell
9,323
-364
-4% -$41.1K 1.01% 29
2022
Q1 		$1.17M Sell
9,687
-2,831
-23% -$353K 0.92% 31
2021
Q4 		$1.66M Sell
12,518
-244
-2% -$32.4K 1.24% 21
2021
Q3 		$1.7M Buy
+12,762
New +$1.72M 1.37% 18
2021
Q1 		$1.91M Sell
14,671
-14,268
-49% -$1.9M 1.82% 10
2020
Q4 		$4M Buy
+28,939
New +$3.94M 4.44% 2

Other funds holding LQD

JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Kaizen Financial Strategies's LQD Position: Q2 2026 in Review

Kaizen Financial Strategies increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.26% in Q2 2026, buying an estimated $1.63K and bringing the position to 5,822 shares worth $631K. The position accounts for 0.21% of the portfolio, ranked #75.

Kaizen Financial Strategies first reported a position in LQD in Q4 2020 and has held it in 22 quarters since. The position peaked at $4M in Q4 2020. 446 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Kaizen Financial Strategies held 5,822 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $631K as of Q2 2026.
  • Kaizen Financial Strategies bought 15 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.63K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.21% of Kaizen Financial Strategies's portfolio in Q2 2026, its #75 holding.
  • Kaizen Financial Strategies first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Kaizen Financial Strategies's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $4M in Q4 2020.
  • 446 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.