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Larson Financial Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Larson Financial Group’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 		$68.9K Sell
631
-2,244
-78% -$245K ﹤0.01% 1370
2026
Q1 		$313K Buy
2,875
+9
+0.3% +$992 0.01% 604
2025
Q4 		$316K Buy
2,866
+288
+11% +$32K 0.01% 594
2025
Q3 		$287K Sell
2,578
-57
-2% -$6.27K 0.01% 612
2025
Q2 		$289K Buy
2,635
+13
+0.5% +$1.4K 0.01% 587
2025
Q1 		$285K Buy
2,622
+32
+1% +$3.45K 0.01% 543
2024
Q4 		$277K Buy
2,590
+125
+5% +$13.7K 0.01% 497
2024
Q3 		$278K Buy
2,465
+16
+0.7% +$1.77K 0.02% 495
2024
Q2 		$262K Buy
2,449
+271
+12% +$28.9K 0.02% 395
2024
Q1 		$237K Buy
2,178
+84
+4% +$9.13K 0.02% 362
2023
Q4 		$232K Buy
2,094
+97
+5% +$10.1K 0.02% 322
2023
Q3 		$204K Buy
1,997
+100
+5% +$10.5K 0.02% 319
2023
Q2 		$205K Sell
1,897
-6,191
-77% -$670K 0.02% 315
2023
Q1 		$887K Buy
8,088
+6,816
+536% +$738K 0.1% 163
2022
Q4 		$134K Sell
1,272
-5,872
-82% -$615K 0.02% 363
2022
Q3 		$732K Buy
7,144
+5,897
+473% +$650K 0.1% 146
2022
Q2 		$137K Buy
1,247
+72
+6% +$8.13K 0.02% 221
2022
Q1 		$142K Buy
1,175
+124
+12% +$15.5K 0.02% 234
2021
Q4 		$139K Buy
1,051
+936
+814% +$124K 0.02% 234
2021
Q3 		$15K Hold
115
– – ﹤0.01% 523
2021
Q2 		$15K Sell
115
-160
-58% -$21.1K ﹤0.01% 491
2021
Q1 		$36K Sell
275
-86
-24% -$11.4K 0.01% 307
2020
Q4 		$50K Sell
361
-44
-11% -$5.99K 0.02% 219
2020
Q3 		$55K Buy
405
+119
+42% +$16.2K 0.02% 186
2020
Q2 		$38K Buy
286
+6
+2% +$780 0.02% 214
2020
Q1 		$35K Sell
280
-23
-8% -$2.93K 0.02% 179
2019
Q4 		$39K Buy
303
+88
+41% +$11.2K 0.02% 170
2019
Q3 		$27K Buy
215
+2
+0.9% +$252 0.02% 193
2019
Q2 		$26K Buy
213
+19
+10% +$2.28K 0.02% 168
2019
Q1 		$23K Buy
194
+100
+106% +$11.6K 0.02% 162
2018
Q4 		$11K Buy
+94
New +$10.6K 0.01% 211

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

Larson Financial Group's LQD Position: Q2 2026 in Review

Larson Financial Group reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 78% in Q2 2026, selling an estimated $245K and leaving 631 shares worth $68.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1370.

Larson Financial Group first reported a position in LQD in Q4 2018 and has held it in 31 quarters since. The position peaked at $887K in Q1 2023. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Larson Financial Group held 631 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $68.9K as of Q2 2026.
  • Larson Financial Group sold 2,244 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $245K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1370 holding.
  • Larson Financial Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • Larson Financial Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $887K in Q1 2023.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.