Key Financial Inc
LQD icon

Key Financial Inc’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Key Financial Inc’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 		$204K Hold
2,000
– – 0.03% 294
2026
Q2 		$218K Sell
2,000
-43
-2% -$4.68K 0.04% 286
2026
Q1 		$223K Sell
2,043
-6
-0.3% -$662 0.04% 276
2025
Q4 		$226K Buy
2,049
+97
+5% +$10.8K 0.04% 269
2025
Q3 		$218K Hold
1,952
– – 0.04% 274
2025
Q2 		$214K Hold
1,952
– – 0.04% 266
2025
Q1 		$212K Hold
1,952
– – 0.05% 258
2024
Q4 		$209K Hold
1,952
– – 0.05% 248
2024
Q3 		$221K Hold
1,952
– – 0.05% 237
2024
Q2 		$209K Hold
1,952
– – 0.05% 239
2024
Q1 		$213K Hold
1,952
– – 0.05% 225
2023
Q4 		$216K Sell
1,952
-605
-24% -$63K 0.06% 214
2023
Q3 		$261K Hold
2,557
– – 0.09% 176
2023
Q2 		$277K Hold
2,557
– – 0.09% 175
2023
Q1 		$280K Buy
2,557
+1,777
+228% +$192K 0.1% 160
2022
Q4 		$79.9K Hold
780
– – 0.04% 287
2022
Q3 		$80K Hold
780
– – 0.04% 291
2022
Q2 		$87K Sell
780
-31
-4% -$3.5K 0.05% 265
2022
Q1 		$98K Buy
811
+302
+59% +$37.7K 0.05% 253
2021
Q4 		$67K Buy
509
+7
+1% +$930 0.03% 304
2021
Q3 		$67K Hold
502
– – 0.04% 296
2021
Q2 		$68K Buy
502
+470
+1,469% +$62K 0.04% 299
2021
Q1 		$4K Hold
32
– – ﹤0.01% 623
2020
Q4 		$4K Buy
+32
New +$4.36K ﹤0.01% 587
2020
Q2 		– Sell
-6
Closed -$1K – 397
2020
Q1 		$1K Buy
+6
New +$765 ﹤0.01% 646

Other funds holding LQD

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Meiji Yasuda Life Insurance
Meiji Yasuda Life Insurance Tokyo, Japan $2.87B AUM 0.29% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Allianz
Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.87B AUM 14.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Key Financial Inc's LQD Position: Q3 2026 in Review

Key Financial Inc held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q3 2026 at 2,000 shares worth $204K. The position accounts for 0.03% of the portfolio, ranked #294.

Key Financial Inc first reported a position in LQD in Q1 2020 and has held it in 25 quarters since. The position peaked at $280K in Q1 2023. 917 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

  • Key Financial Inc held 2,000 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $204K as of Q3 2026.
  • Key Financial Inc left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q3 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.03% of Key Financial Inc's portfolio in Q3 2026, its #294 holding.
  • Key Financial Inc first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • Key Financial Inc's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $280K in Q1 2023.
  • 917 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.