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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$11.7K Buy
107
+15
+16% +$1.63K 0.11% 61
2026
Q1
$10K Sell
92
-106
-54% -$11.7K 0.08% 92
2025
Q4
$21.2K Sell
198
-25
-11% -$2.78K 0.13% 86
2025
Q3
$24.9K Sell
223
-498
-69% -$54.7K 0.11% 73
2025
Q2
$79K Buy
721
+23
+3% +$2.47K 0.06% 233
2025
Q1
$75.9K Sell
698
-157
-18% -$16.9K 0.06% 210
2024
Q4
$91.3K Buy
+855
New +$93.6K 0.06% 193

Other funds holding LQD

Park Square Financial Group's LQD Position: Q2 2026 in Review

Park Square Financial Group increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 16% in Q2 2026, buying an estimated $1.63K and bringing the position to 107 shares worth $11.7K. The position accounts for 0.11% of the portfolio, ranked #61.

Park Square Financial Group first reported a position in LQD in Q4 2024 and has held it in 7 quarters since. The position peaked at $91.3K in Q4 2024. 1,110 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Park Square Financial Group held 107 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $11.7K as of Q2 2026.
  • Park Square Financial Group bought 15 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.63K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.11% of Park Square Financial Group's portfolio in Q2 2026, its #61 holding.
  • Park Square Financial Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Park Square Financial Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $91.3K in Q4 2024.
  • 1,110 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.