Kelly Financial Services’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Kelly Financial Services’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	$930K	Sell	8,526 -314	-4%	-$34.2K	0.2%	47
2026 Q1	$963K	Buy	8,840 +4,464	+102%	+$492K	0.23%	47
2025 Q4	$482K	Buy	4,376 +23	+0.5%	+$2.56K	0.12%	68
2025 Q3	$485K	Sell	4,353 -29	-0.7%	-$3.19K	0.13%	64
2025 Q2	$480K	Buy	4,382 +235	+6%	+$25.2K	0.14%	60
2025 Q1	$451K	Sell	4,147 -74	-2%	-$7.97K	0.16%	62
2024 Q4	$456K	Buy	+4,221	New	+$462K	0.16%	65
2024 Q3	–	Sell	-1,071	Closed	-$115K	–	478
2024 Q2	$115K	Sell	1,071 -666	-38%	-$71.1K	0.04%	139
2024 Q1	$189K	Sell	1,737 -53,543	-97%	-$5.82M	0.07%	110
2023 Q4	$6.12M	Buy	55,280 +687	+1%	+$71.5K	2.47%	8
2023 Q3	$5.57M	Buy	54,593 +53,667	+5,796%	+$5.66M	2.56%	6
2023 Q2	$100K	Buy	926 +9	+1%	+$973	0.05%	121
2023 Q1	$101K	Sell	917 -474	-34%	-$51.3K	0.05%	119
2022 Q4	$147K	Sell	1,391 -9,258	-87%	-$969K	0.08%	97
2022 Q3	$1.09M	Buy	10,649 +10,151	+2,038%	+$1.12M	0.64%	26
2022 Q2	$54.8K	Sell	498 -78	-14%	-$8.81K	0.03%	151
2022 Q1	$69.7K	Buy	576 +2	+0.3%	+$249	0.03%	145
2021 Q4	$76.1K	Buy	574 +3	+0.5%	+$399	0.03%	143
2021 Q3	$76K	Sell	571 -70,400	-99%	-$9.51M	0.04%	126
2021 Q2	$528K	Buy	70,971 +66,512	+1,492%	+$8.77M	0.02%	171
2021 Q1	$580K	Buy	4,459 +792	+22%	+$105K	0.36%	20
2020 Q4	$507K	Buy	3,667 +1,996	+119%	+$272K	0.35%	16
2020 Q3	$225K	Buy	1,671 +1,337	+400%	+$182K	0.16%	25
2020 Q2	$44.9K	Buy	334 +169	+102%	+$22K	0.03%	98
2020 Q1	$20.4K	Hold	165	–	–	0.03%	128
2019 Q4	$21.1K	Hold	165	–	–	0.02%	153
2019 Q3	$21K	Hold	165	–	–	0.02%	141
2019 Q2	$20.5K	Hold	165	–	–	0.02%	148
2019 Q1	$19.6K	Buy	+165	New	+$19.1K	0.02%	147

Other funds holding LQD

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Kelly Financial Services's LQD Position: Q2 2026 in Review

Kelly Financial Services reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 3.6% in Q2 2026, selling an estimated $34.2K and leaving 8,526 shares worth $930K. The position accounts for 0.2% of the portfolio, ranked #47.

Kelly Financial Services first reported a position in LQD in Q1 2019 and has held it in 29 quarters since. The position peaked at $6.12M in Q4 2023. 441 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Kelly Financial Services held 8,526 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $930K as of Q2 2026.
Kelly Financial Services sold 314 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $34.2K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.2% of Kelly Financial Services's portfolio in Q2 2026, its #47 holding.
Kelly Financial Services first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2019 and has held it in 29 quarters since.
Kelly Financial Services's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $6.12M in Q4 2023.
441 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Kelly Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.