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 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

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

OneAscent Financial Services's LQD Position: Q2 2026 in Review

OneAscent Financial Services reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 32% in Q2 2026, selling an estimated $172K and leaving 3,315 shares worth $362K. The position accounts for 0.02% of the portfolio, ranked #450.

OneAscent Financial Services first reported a position in LQD in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.2M in Q1 2025. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

OneAscent Financial Services held 3,315 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $362K as of Q2 2026.
OneAscent Financial Services sold 1,574 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $172K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.02% of OneAscent Financial Services's portfolio in Q2 2026, its #450 holding.
OneAscent Financial Services first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
OneAscent Financial Services's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.2M in Q1 2025.
1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.