Morris Financial Concepts’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Morris Financial Concepts’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	$12.9K	Hold	118	–	–	﹤0.01%	179
2026 Q1	$12.9K	Hold	118	–	–	﹤0.01%	175
2025 Q4	$13K	Hold	118	–	–	﹤0.01%	171
2025 Q3	$13.2K	Hold	118	–	–	﹤0.01%	177
2025 Q2	$12.9K	Hold	118	–	–	0.01%	175
2025 Q1	$12.8K	Hold	118	–	–	0.01%	172
2024 Q4	$12.6K	Hold	118	–	–	0.01%	160
2024 Q3	$13.3K	Hold	118	–	–	0.01%	167
2024 Q2	$12.6K	Hold	118	–	–	0.01%	137
2024 Q1	$12.9K	Hold	118	–	–	0.01%	136
2023 Q4	$13.1K	Hold	118	–	–	0.01%	132
2023 Q3	$12K	Hold	118	–	–	0.01%	123
2023 Q2	$12.8K	Hold	118	–	–	0.01%	125
2023 Q1	$12.9K	Hold	118	–	–	0.01%	123
2022 Q4	$12.4K	Hold	118	–	–	0.01%	114
2022 Q3	$12K	Hold	118	–	–	0.01%	91
2022 Q2	$13K	Hold	118	–	–	0.01%	99
2022 Q1	$14K	Hold	118	–	–	0.01%	97
2021 Q4	$16K	Buy	+118	New	+$15.7K	0.01%	87

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Morris Financial Concepts's LQD Position: Q2 2026 in Review

Morris Financial Concepts held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 118 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #179.

Morris Financial Concepts first reported a position in LQD in Q4 2021 and has held it in 19 quarters since. The position peaked at $16K in Q4 2021. 1,110 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Morris Financial Concepts held 118 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $12.9K as of Q2 2026.
Morris Financial Concepts left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of Morris Financial Concepts's portfolio in Q2 2026, its #179 holding.
Morris Financial Concepts first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
Morris Financial Concepts's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $16K in Q4 2021.
1,110 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.