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

OneAscent Financial Services’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 Q3	$255K	Sell	2,500 -815	-25%	-$86.4K	0.02%	515
2026 Q2	$362K	Sell	3,315 -1,574	-32%	-$172K	0.02%	450
2026 Q1	$533K	Sell	4,889 -53	-1%	-$5.84K	0.03%	329
2025 Q4	$545K	Buy	+4,942	New	+$549K	0.05%	243
2025 Q3	–	Sell	-3,894	Closed	-$427K	–	532
2025 Q2	$427K	Sell	3,894 -16,358	-81%	-$1.76M	0.03%	344
2025 Q1	$2.2M	Buy	20,252 +6,732	+50%	+$725K	0.14%	101
2024 Q4	$1.44M	Buy	+13,520	New	+$1.48M	0.12%	115

Other funds holding LQD

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Meiji Yasuda Life Insurance Tokyo, Japan $2.87B AUM 0.29% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.87B AUM 14.02% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

OneAscent Financial Services's LQD Position: Q3 2026 in Review

OneAscent Financial Services reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 25% in Q3 2026, selling an estimated $86.4K and leaving 2,500 shares worth $255K. The position accounts for 0.02% of the portfolio, ranked #515.

OneAscent Financial Services first reported a position in LQD in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.2M in Q1 2025. 917 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

OneAscent Financial Services held 2,500 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $255K as of Q3 2026.
OneAscent Financial Services sold 815 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $86.4K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.02% of OneAscent Financial Services's portfolio in Q3 2026, its #515 holding.
OneAscent Financial Services first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
OneAscent Financial Services's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.2M in Q1 2025.
917 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on OneAscent Financial Services's 13F filing for Q3 2026, filed 10 Nov 2026.