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

Newbridge Financial Services 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 		$5.45K Hold
50
– – ﹤0.01% 953
2026
Q1 		$5.45K Buy
50
+30
+150% +$3.31K ﹤0.01% 910
2025
Q4 		$2.2K Hold
20
– – ﹤0.01% 1012
2025
Q3 		$2.23K Sell
20
-6
-23% -$660 ﹤0.01% 1123
2025
Q2 		$2.85K Hold
26
– – ﹤0.01% 1104
2025
Q1 		$2.83K Sell
26
-100
-79% -$10.8K ﹤0.01% 861
2024
Q4 		$13.5K Buy
+126
New +$13.8K ﹤0.01% 681
2024
Q3 		– Sell
-126
Closed -$13.5K – 912
2024
Q2 		$13.5K Hold
126
– – 0.01% 652
2024
Q1 		$13.7K Sell
126
-16
-11% -$1.74K 0.01% 693
2023
Q4 		$15.7K Sell
142
-40
-22% -$4.17K 0.01% 640
2023
Q3 		$18.6K Hold
182
– – 0.01% 658
2023
Q2 		$19.7K Sell
182
-237
-57% -$25.6K 0.01% 703
2023
Q1 		$45.9K Sell
419
-15
-3% -$1.62K 0.02% 482
2022
Q4 		$45.8K Sell
434
-53
-11% -$5.55K 0.03% 487
2022
Q3 		$50K Sell
487
-153
-24% -$16.9K 0.03% 449
2022
Q2 		$70K Sell
640
-170
-21% -$19.2K 0.04% 331
2022
Q1 		$98K Buy
810
+42
+5% +$5.24K 0.05% 307
2021
Q4 		$102K Sell
768
-191
-20% -$25.4K 0.05% 303
2021
Q3 		$128K Sell
959
-32
-3% -$4.33K 0.08% 234
2021
Q2 		$133K Buy
991
+163
+20% +$21.5K 0.08% 230
2021
Q1 		$108K Buy
828
+112
+16% +$14.9K 0.08% 240
2020
Q4 		$99K Sell
716
-135
-16% -$18.4K 0.08% 227
2020
Q3 		$115K Buy
+851
New +$116K 0.11% 181

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

Newbridge Financial Services Group's LQD Position: Q2 2026 in Review

Newbridge Financial Services Group held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 50 shares worth $5.45K. The position accounts for ﹤0.01% of the portfolio, ranked #953.

Newbridge Financial Services Group first reported a position in LQD in Q3 2020 and has held it in 23 quarters since. The position peaked at $133K in Q2 2021. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Newbridge Financial Services Group held 50 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $5.45K as of Q2 2026.
  • Newbridge Financial Services Group 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 Newbridge Financial Services Group's portfolio in Q2 2026, its #953 holding.
  • Newbridge Financial Services Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2020 and has held it in 23 quarters since.
  • Newbridge Financial Services Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $133K in Q2 2021.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.