Keystone Global Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Keystone Global Partners’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	$5.6M	Sell	51,374 -5,710	-10%	-$622K	2.12%	16
2026 Q1	$6.22M	Buy	57,084 +1,295	+2%	+$143K	2.76%	14
2025 Q4	$6.15M	Sell	55,789 -7,957	-12%	-$885K	2.7%	12
2025 Q3	$7.11M	Sell	63,746 -1,723	-3%	-$189K	3.62%	11
2025 Q2	$7.18M	Buy	65,469 +14,391	+28%	+$1.54M	3.91%	9
2025 Q1	$5.55M	Buy	+51,078	New	+$5.5M	3.89%	8

Other funds holding LQD

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

AWMT

AAFMAA Wealth Management & Trust Fayetteville, North Carolina $286M AUM 19.57% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

VIS

Vertex Investment Solutions Chiyoda-Ku $148M AUM

TCM

Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return

Keystone Global Partners's LQD Position: Q2 2026 in Review

Keystone Global Partners reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 10% in Q2 2026, selling an estimated $622K and leaving 51,374 shares worth $5.6M. The position accounts for 2.12% of the portfolio, ranked #16.

Keystone Global Partners first reported a position in LQD in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.18M in Q2 2025. 201 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Keystone Global Partners held 51,374 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $5.6M as of Q2 2026.
Keystone Global Partners sold 5,710 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $622K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 2.12% of Keystone Global Partners's portfolio in Q2 2026, its #16 holding.
Keystone Global Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
Keystone Global Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $7.18M in Q2 2025.
201 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Keystone Global Partners's 13F filing for Q2 2026, filed 16 Jul 2026.