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 Q3	$5.63M	Buy	55,072 +3,698	+7%	+$392K	2.02%	15
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

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

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

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

SFC

Summit Financial Consulting Sterling Heights, Michigan $136M AUM 9.85% 1-Year Est. Return

AWMT

AAFMAA Wealth Management & Trust Fayetteville, North Carolina $291M AUM 14.48% 1-Year Est. Return

Vision Capital Management Portland, Oregon $882M AUM 19.09% 1-Year Est. Return

CAP

Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

Twele Capital Management Minnetonka, Minnesota $605M AUM 5.95% 1-Year Est. Return

Keystone Global Partners's LQD Position: Q3 2026 in Review

Keystone Global Partners increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 7.2% in Q3 2026, buying an estimated $392K and bringing the position to 55,072 shares worth $5.63M. The position accounts for 2.02% of the portfolio, ranked #15.

Keystone Global Partners first reported a position in LQD in Q1 2025 and has held it in 7 quarters since. The position peaked at $7.18M in Q2 2025. 201 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

Keystone Global Partners held 55,072 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $5.63M as of Q3 2026.
Keystone Global Partners bought 3,698 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $392K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 2.02% of Keystone Global Partners's portfolio in Q3 2026, its #15 holding.
Keystone Global Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2025 and has held it in 7 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 Q3 2026.

Based on Keystone Global Partners's 13F filing for Q3 2026, filed 13 Oct 2026.