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

Nations 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
-2,086
Closed -$227K – 816
2026
Q1 		$227K Buy
+2,086
New +$230K 0.01% 705
2025
Q4 		– Sell
-2,250
Closed -$251K – 758
2025
Q3 		$251K Buy
2,250
+169
+8% +$18.6K 0.02% 627
2025
Q2 		$228K Buy
+2,081
New +$223K 0.02% 616
2023
Q2 		– Sell
-2,173
Closed -$238K – 632
2023
Q1 		$238K Sell
2,173
-28
-1% -$3.03K 0.03% 536
2022
Q4 		$232K Sell
2,201
-65
-3% -$6.8K 0.03% 527
2022
Q3 		$232K Sell
2,266
-13
-0.6% -$1.43K 0.03% 463
2022
Q2 		$251K Buy
2,279
+278
+14% +$31.4K 0.03% 448
2022
Q1 		$242K Sell
2,001
-270
-12% -$33.7K 0.03% 467
2021
Q4 		$301K Buy
2,271
+4
+0.2% +$532 0.04% 385
2021
Q3 		$302K Sell
2,267
-105
-4% -$14.2K 0.05% 359
2021
Q2 		$319K Buy
2,372
+612
+35% +$80.7K 0.05% 319
2021
Q1 		$229K Buy
1,760
+7
+0.4% +$931 0.05% 323
2020
Q4 		$242K Buy
+1,753
New +$239K 0.06% 290

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

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

Nations Financial Group sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026, closing a stake of 2,086 shares — an estimated $227K sold.

Nations Financial Group first reported a position in LQD in Q4 2020 and held it in 13 quarters. The position peaked at $319K in Q2 2021. 1,110 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Nations Financial Group reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Nations Financial Group sold 2,086 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $227K.
  • Nations Financial Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and held it in 13 quarters.
  • Nations Financial Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $319K in Q2 2021.
  • 1,110 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.