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

Merit 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 		$19.8M Buy
181,185
+14,224
+9% +$1.55M 0.12% 149
2026
Q1 		$18.2M Buy
166,961
+117,551
+238% +$13M 0.14% 135
2025
Q4 		$5.44M Buy
49,410
+29,855
+153% +$3.32M 0.04% 344
2025
Q3 		$2.18M Sell
19,555
-299
-2% -$32.9K 0.02% 548
2025
Q2 		$2.18M Buy
19,854
+13,172
+197% +$1.41M 0.02% 492
2025
Q1 		$726K Sell
6,682
-949
-12% -$102K 0.01% 782
2024
Q4 		$815K Sell
7,631
-1,182
-13% -$129K 0.01% 557
2024
Q3 		$996K Buy
8,813
+4,658
+112% +$515K 0.02% 428
2024
Q2 		$445K Sell
4,155
-3,507
-46% -$374K 0.01% 609
2024
Q1 		$815K Sell
7,662
-32,881
-81% -$3.57M 0.02% 455
2023
Q4 		$4.49M Buy
40,543
+5,517
+16% +$575K 0.14% 107
2023
Q3 		$3.57M Buy
35,026
+15,197
+77% +$1.6M 0.12% 134
2023
Q2 		$2.14M Buy
19,829
+8,750
+79% +$946K 0.07% 214
2023
Q1 		$1.21M Buy
11,079
+1,517
+16% +$164K 0.04% 264
2022
Q4 		$1.01M Buy
9,562
+3,562
+59% +$373K 0.04% 297
2022
Q3 		$615K Buy
6,000
+1,305
+28% +$144K 0.03% 322
2022
Q2 		$517K Buy
4,695
+1,088
+30% +$123K 0.02% 354
2022
Q1 		$436K Buy
+3,607
New +$450K 0.03% 254

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

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

Merit Financial Group increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 8.5% in Q2 2026, buying an estimated $1.55M and bringing the position to 181,185 shares worth $19.8M. The position accounts for 0.12% of the portfolio, ranked #149.

Merit Financial Group first reported a position in LQD in Q1 2022 and has held it in 18 quarters since. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Merit Financial Group held 181,185 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $19.8M as of Q2 2026.
  • Merit Financial Group bought 14,224 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.55M.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.12% of Merit Financial Group's portfolio in Q2 2026, its #149 holding.
  • Merit Financial Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.