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

Magnus 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 		– Sell
-2,500
Closed -$272K – 406
2026
Q1 		$272K Sell
2,500
-7,118
-74% -$785K 0.02% 311
2025
Q4 		$1.06M Sell
9,618
-1,983
-17% -$220K 0.08% 166
2025
Q3 		$1.29M Buy
11,601
+1,220
+12% +$134K 0.1% 146
2025
Q2 		$1.14M Sell
10,381
-1,231
-11% -$132K 0.1% 152
2025
Q1 		$1.26M Buy
11,612
+748
+7% +$80.6K 0.12% 134
2024
Q4 		$1.16M Buy
10,864
+783
+8% +$85.7K 0.11% 137
2024
Q3 		$1.14M Buy
10,081
+318
+3% +$35.2K 0.12% 137
2024
Q2 		$1.05M Buy
9,763
+1,639
+20% +$175K 0.12% 131
2024
Q1 		$885K Buy
8,124
+1,591
+24% +$173K 0.11% 140
2023
Q4 		$723K Buy
+6,533
New +$680K 0.09% 149
2022
Q1 		– Sell
-1,777
Closed -$235K – 312
2021
Q4 		$235K Buy
1,777
+119
+7% +$15.8K 0.04% 220
2021
Q3 		$221K Buy
1,658
+53
+3% +$7.16K 0.05% 222
2021
Q2 		$216K Sell
1,605
-143
-8% -$18.9K 0.05% 223
2021
Q1 		$227K Sell
1,748
-840
-32% -$112K 0.05% 206
2020
Q4 		$357K Buy
2,588
+354
+16% +$48.2K 0.04% 186
2020
Q3 		$301K Buy
2,234
+4
+0.2% +$545 0.04% 193
2020
Q2 		$300K Buy
+2,230
New +$290K 0.03% 348

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

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

Magnus Financial Group sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026, closing a stake of 2,500 shares — an estimated $272K sold.

Magnus Financial Group first reported a position in LQD in Q2 2020 and held it in 17 quarters. The position peaked at $1.29M in Q3 2025. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Magnus Financial Group reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Magnus Financial Group sold 2,500 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $272K.
  • Magnus Financial Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2020 and held it in 17 quarters.
  • Magnus Financial Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.29M in Q3 2025.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.