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KMG Fiduciary Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

KMG Fiduciary 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 		– Sell
-13,712
Closed -$1.49M – 239
2026
Q1 		$1.49M Sell
13,712
-221
-2% -$24.4K 0.11% 148
2025
Q4 		$1.54M Sell
13,933
-646
-4% -$71.8K 0.11% 146
2025
Q3 		$1.63M Buy
14,579
+471
+3% +$51.8K 0.11% 160
2025
Q2 		$1.55M Buy
14,108
+664
+5% +$71.3K 0.11% 158
2025
Q1 		$1.46M Buy
13,444
+1,799
+15% +$194K 0.12% 158
2024
Q4 		$1.24M Buy
11,645
+5,106
+78% +$559K 0.1% 162
2024
Q3 		$739K Sell
6,539
-117
-2% -$12.9K 0.06% 190
2024
Q2 		$713K Buy
6,656
+990
+17% +$106K 0.07% 169
2024
Q1 		$617K Sell
5,666
-1,323
-19% -$144K 0.06% 166
2023
Q4 		$773K Buy
6,989
+1,272
+22% +$132K 0.09% 159
2023
Q3 		$583K Sell
5,717
-1,222
-18% -$129K 0.08% 165
2023
Q2 		$750K Sell
6,939
-1,724
-20% -$186K 0.1% 153
2023
Q1 		$950K Sell
8,663
-4,545
-34% -$492K 0.14% 142
2022
Q4 		$1.39M Sell
13,208
-5,879
-31% -$615K 0.23% 108
2022
Q3 		$1.96M Sell
19,087
-12,519
-40% -$1.38M 0.38% 73
2022
Q2 		$3.48M Sell
31,606
-8,761
-22% -$989K 0.65% 40
2022
Q1 		$4.88M Sell
40,367
-25,313
-39% -$3.16M 0.78% 35
2021
Q4 		$8.7M Sell
65,680
-3,555
-5% -$472K 1.35% 12
2021
Q3 		$9.21M Sell
69,235
-3,747
-5% -$506K 1.57% 12
2021
Q2 		$9.81M Sell
72,982
-1,494
-2% -$197K 1.73% 9
2021
Q1 		$9.69M Sell
74,476
-2,965
-4% -$394K 1.89% 9
2020
Q4 		$10.6M Buy
77,441
+529
+0.7% +$72K 2.24% 8
2020
Q3 		$10.4M Sell
76,912
-1,899
-2% -$259K 2.58% 5
2020
Q2 		$10.6M Buy
78,811
+6,318
+9% +$822K 2.94% 5
2020
Q1 		$8.95M Sell
72,493
-3,254
-4% -$415K 2.91% 5
2019
Q4 		$9.69M Sell
75,747
-690
-0.9% -$87.9K 2.95% 6
2019
Q3 		$9.74M Buy
76,437
+3,635
+5% +$458K 3.31% 4
2019
Q2 		$9.05M Buy
72,802
+3,003
+4% +$361K 3.27% 4
2019
Q1 		$8.31M Buy
69,799
+3,170
+5% +$367K 3.16% 6
2018
Q4 		$7.52M Buy
+66,629
New +$7.49M 3.42% 4

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

KMG Fiduciary Partners's LQD Position: Q2 2026 in Review

KMG Fiduciary Partners sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026, closing a stake of 13,712 shares — an estimated $1.49M sold.

KMG Fiduciary Partners first reported a position in LQD in Q4 2018 and held it in 30 quarters. The position peaked at $10.6M in Q4 2020. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • KMG Fiduciary Partners reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • KMG Fiduciary Partners sold 13,712 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.49M.
  • KMG Fiduciary Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2018 and held it in 30 quarters.
  • KMG Fiduciary Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $10.6M in Q4 2020.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.