Krilogy Financial’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $625K | Sell |
5,733
-115
| -2% | -$12.5K | 0.02% | 557 |
|
|
2026
Q1 | $640K | Buy |
5,848
+59
| +1% | +$6.5K | 0.02% | 503 |
|
|
2025
Q4 | $642K | Buy |
+5,789
| New | +$644K | 0.02% | 471 |
|
|
2023
Q2 | – | Sell |
-4,602
| Closed | -$504K | – | 314 |
|
|
2023
Q1 | $504K | Sell |
4,602
-2,225
| -33% | -$241K | 0.04% | 262 |
|
|
2022
Q4 | $720K | Buy |
6,827
+262
| +4% | +$27.4K | 0.07% | 204 |
|
|
2022
Q3 | $673K | Buy |
6,565
+100
| +2% | +$11K | 0.08% | 172 |
|
|
2022
Q2 | $711K | Buy |
6,465
+130
| +2% | +$14.7K | 0.08% | 165 |
|
|
2022
Q1 | $766K | Buy |
6,335
+167
| +3% | +$20.8K | 0.08% | 154 |
|
|
2021
Q4 | $817K | Sell |
6,168
-45
| -0.7% | -$5.98K | 0.08% | 151 |
|
|
2021
Q3 | $827K | Buy |
6,213
+344
| +6% | +$46.5K | 0.08% | 152 |
|
|
2021
Q2 | $789K | Buy |
5,869
+320
| +6% | +$42.2K | 0.08% | 148 |
|
|
2021
Q1 | $722K | Buy |
5,549
+643
| +13% | +$85.5K | 0.08% | 148 |
|
|
2020
Q4 | $678K | Buy |
4,906
+147
| +3% | +$20K | 0.08% | 156 |
|
|
2020
Q3 | $641K | Buy |
4,759
+968
| +26% | +$132K | 0.09% | 143 |
|
|
2020
Q2 | $510K | Buy |
3,791
+409
| +12% | +$53.2K | 0.08% | 150 |
|
|
2020
Q1 | $418K | Sell |
3,382
-759
| -18% | -$96.7K | 0.08% | 138 |
|
|
2019
Q4 | $530K | Buy |
4,141
+751
| +22% | +$95.6K | 0.09% | 122 |
|
|
2019
Q3 | $432K | Buy |
3,390
+235
| +7% | +$29.6K | 0.08% | 123 |
|
|
2019
Q2 | $392K | Buy |
3,155
+184
| +6% | +$22.1K | 0.08% | 124 |
|
|
2019
Q1 | $354K | Buy |
2,971
+172
| +6% | +$19.9K | 0.07% | 126 |
|
|
2018
Q4 | $316K | Sell |
2,799
-9
| -0.3% | -$1.01K | 0.09% | 98 |
|
|
2018
Q3 | $323K | Buy |
2,808
+75
| +3% | +$8.64K | 0.07% | 105 |
|
|
2018
Q2 | $313K | Buy |
2,733
+464
| +20% | +$53.4K | 0.08% | 107 |
|
|
2018
Q1 | $266K | Buy |
2,269
+31
| +1% | +$3.66K | 0.06% | 136 |
|
|
2017
Q4 | $272K | Buy |
2,238
+147
| +7% | +$17.8K | 0.07% | 130 |
|
|
2017
Q3 | $254K | Buy |
2,091
+205
| +11% | +$24.8K | 0.06% | 143 |
|
|
2017
Q2 | $227K | Sell |
1,886
-334
| -15% | -$39.9K | 0.06% | 130 |
|
|
2017
Q1 | $260K | Hold |
2,220
| – | – | 0.08% | 104 |
|
|
2016
Q4 | $260K | Sell |
2,220
-183
| -8% | -$21.7K | 0.08% | 104 |
|
|
2016
Q3 | $296K | Buy |
2,403
+286
| +14% | +$35.2K | 0.09% | 95 |
|
|
2016
Q2 | $260K | Buy |
2,117
+77
| +4% | +$9.23K | 0.09% | 104 |
|
|
2016
Q1 | $242K | Buy |
+2,040
| New | +$234K | 0.1% | 90 |
|
|
2015
Q4 | – | Sell |
-2,112
| Closed | -$245K | – | 533 |
|
|
2015
Q3 | $245K | Buy |
+2,112
| New | +$244K | 0.12% | 73 |
|
Other funds holding LQD
MYLI
JSTA
A
Krilogy Financial's LQD Position: Q2 2026 in Review
Krilogy Financial reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 2% in Q2 2026, selling an estimated $12.5K and leaving 5,733 shares worth $625K. The position accounts for 0.02% of the portfolio, ranked #557.
Krilogy Financial first reported a position in LQD in Q3 2015 and has held it in 33 quarters since. The position peaked at $827K in Q3 2021. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.
- Krilogy Financial held 5,733 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $625K as of Q2 2026.
- Krilogy Financial sold 115 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $12.5K.
- iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.02% of Krilogy Financial's portfolio in Q2 2026, its #557 holding.
- Krilogy Financial first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2015 and has held it in 33 quarters since.
- Krilogy Financial's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $827K in Q3 2021.
- 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.
Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.