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

Midwest 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 		$1.46M Sell
13,380
-34,714
-72% -$3.78M 0.51% 49
2026
Q1 		$5.24M Sell
48,094
-320
-0.7% -$35.3K 2.24% 13
2025
Q4 		$5.33M Sell
48,414
-7,174
-13% -$798K 2.36% 11
2025
Q3 		$6.2M Buy
55,588
+393
+0.7% +$43.2K 2.95% 7
2025
Q2 		$6.05M Sell
55,195
-9,954
-15% -$1.07M 3.18% 6
2025
Q1 		$7.08M Buy
65,149
+11,074
+20% +$1.19M 4.11% 5
2024
Q4 		$5.78M Sell
54,075
-250
-0.5% -$27.4K 3.32% 7
2024
Q3 		$6.14M Buy
54,325
+462
+0.9% +$51.1K 3.6% 7
2024
Q2 		$5.77M Buy
53,863
+207
+0.4% +$22.1K 3.67% 6
2024
Q1 		$5.84M Sell
53,656
-1,049
-2% -$114K 3.93% 6
2023
Q4 		$6.05M Sell
54,705
-491
-0.9% -$51.1K 4.52% 5
2023
Q3 		$5.63M Buy
55,196
+796
+1% +$83.9K 4.77% 4
2023
Q2 		$5.88M Buy
54,400
+1,090
+2% +$118K 4.99% 4
2023
Q1 		$5.84M Buy
+53,310
New +$5.77M 5.38% 3

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

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

Midwest Financial Group reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 72% in Q2 2026, selling an estimated $3.78M and leaving 13,380 shares worth $1.46M. The position accounts for 0.51% of the portfolio, ranked #49.

Midwest Financial Group first reported a position in LQD in Q1 2023 and has held it in 14 quarters since. The position peaked at $7.08M in Q1 2025. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Midwest Financial Group held 13,380 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.46M as of Q2 2026.
  • Midwest Financial Group sold 34,714 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $3.78M.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.51% of Midwest Financial Group's portfolio in Q2 2026, its #49 holding.
  • Midwest Financial Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Midwest Financial Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $7.08M in Q1 2025.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Midwest Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.