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

Omega 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 		$669K Buy
6,133
+17
+0.3% +$1.85K 0.2% 56
2026
Q1 		$667K Sell
6,116
-456
-7% -$50.3K 0.22% 59
2025
Q4 		$724K Buy
6,572
+19
+0.3% +$2.11K 0.24% 59
2025
Q3 		$731K Buy
6,553
+13
+0.2% +$1.43K 0.24% 59
2025
Q2 		$717K Buy
6,540
+13
+0.2% +$1.4K 0.26% 56
2025
Q1 		$709K Sell
6,527
-1,508
-19% -$162K 0.27% 51
2024
Q4 		$858K Sell
8,035
-278
-3% -$30.4K 0.32% 48
2024
Q3 		$939K Sell
8,313
-47
-0.6% -$5.2K 0.36% 46
2024
Q2 		$896K Sell
8,360
-484
-5% -$51.7K 0.36% 50
2024
Q1 		$963K Buy
8,844
+11
+0.1% +$1.2K 0.39% 50
2023
Q4 		$977K Sell
8,833
-711
-7% -$74K 0.42% 49
2023
Q3 		$974K Sell
9,544
-729
-7% -$76.9K 0.48% 46
2023
Q2 		$1.11M Sell
10,273
-533
-5% -$57.6K 0.51% 45
2023
Q1 		$1.18M Sell
10,806
-858
-7% -$92.9K 0.55% 42
2022
Q4 		$1.23M Sell
11,664
-250
-2% -$26.2K 0.63% 42
2022
Q3 		$1.22M Sell
11,914
-664
-5% -$73.2K 0.63% 37
2022
Q2 		$1.38M Sell
12,578
-5,870
-32% -$663K 0.67% 37
2022
Q1 		$2.23M Sell
18,448
-5,791
-24% -$722K 0.97% 30
2021
Q4 		$3.21M Sell
24,239
-3,402
-12% -$452K 1.42% 27
2021
Q3 		$3.68M Buy
27,641
+289
+1% +$39.1K 1.75% 26
2021
Q2 		$3.67M Buy
27,352
+1,178
+5% +$155K 1.78% 26
2021
Q1 		$3.4M Buy
26,174
+111
+0.4% +$14.8K 1.73% 23
2020
Q4 		$3.6M Buy
26,063
+254
+1% +$34.6K 1.94% 20
2020
Q3 		$3.48M Buy
25,809
+641
+3% +$87.4K 2.12% 18
2020
Q2 		$3.38M Sell
25,168
-22
-0.1% -$2.86K 2.18% 18
2020
Q1 		$3.11M Sell
25,190
-2,037
-7% -$260K 2.36% 17
2019
Q4 		$3.48M Sell
27,227
-494
-2% -$62.9K 2.29% 15
2019
Q3 		$3.53M Sell
27,721
-530
-2% -$66.8K 2.48% 12
2019
Q2 		$3.51M Buy
28,251
+174
+0.6% +$20.9K 2.6% 13
2019
Q1 		$3.34M Sell
28,077
-1,237
-4% -$143K 2.47% 12
2018
Q4 		$3.31M Buy
+29,314
New +$3.3M 2.92% 11

Other funds holding LQD

JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Omega Financial Group increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.28% in Q2 2026, buying an estimated $1.85K and bringing the position to 6,133 shares worth $669K. The position accounts for 0.2% of the portfolio, ranked #56.

Omega Financial Group first reported a position in LQD in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.68M in Q3 2021. 476 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Omega Financial Group held 6,133 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $669K as of Q2 2026.
  • Omega Financial Group bought 17 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.85K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.2% of Omega Financial Group's portfolio in Q2 2026, its #56 holding.
  • Omega Financial Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • Omega Financial Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.68M in Q3 2021.
  • 476 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

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