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Peak Financial Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Peak Financial Management’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 		$351K Buy
3,221
+95
+3% +$10.4K 0.08% 75
2026
Q1 		$341K Sell
3,126
-129
-4% -$14.2K 0.09% 65
2025
Q4 		$359K Sell
3,255
-519
-14% -$57.7K 0.09% 67
2025
Q3 		$421K Sell
3,774
-37
-1% -$4.07K 0.11% 59
2025
Q2 		$418K Buy
3,811
+3
+0.1% +$322 0.12% 62
2025
Q1 		$414K Buy
3,808
+70
+2% +$7.54K 0.12% 61
2024
Q4 		$399K Buy
3,738
+64
+2% +$7K 0.12% 68
2024
Q3 		$415K Buy
3,674
+3
+0.1% +$332 0.12% 66
2024
Q2 		$393K Sell
3,671
-1,879
-34% -$201K 0.12% 66
2024
Q1 		$604K Sell
5,550
-35
-0.6% -$3.8K 0.19% 51
2023
Q4 		$618K Buy
+5,585
New +$582K 0.21% 48

Other funds holding LQD

JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

Peak Financial Management's LQD Position: Q2 2026 in Review

Peak Financial Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 3% in Q2 2026, buying an estimated $10.4K and bringing the position to 3,221 shares worth $351K. The position accounts for 0.08% of the portfolio, ranked #75.

Peak Financial Management first reported a position in LQD in Q4 2023 and has held it in 11 quarters since. The position peaked at $618K in Q4 2023. 493 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Peak Financial Management held 3,221 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $351K as of Q2 2026.
  • Peak Financial Management bought 95 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $10.4K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.08% of Peak Financial Management's portfolio in Q2 2026, its #75 holding.
  • Peak Financial Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Peak Financial Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $618K in Q4 2023.
  • 493 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Peak Financial Management's 13F filing for Q2 2026, filed 20 Jul 2026.