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Perryman Financial Advisory’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Perryman Financial Advisory’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 		$2.58M Sell
23,680
-5,309
-18% -$578K 0.34% 65
2026
Q1 		$3.16M Sell
28,989
-2,429
-8% -$268K 0.47% 51
2025
Q4 		$3.46M Buy
+31,418
New +$3.49M 0.51% 48

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
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
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Perryman Financial Advisory's LQD Position: Q2 2026 in Review

Perryman Financial Advisory reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 18% in Q2 2026, selling an estimated $578K and leaving 23,680 shares worth $2.58M. The position accounts for 0.34% of the portfolio, ranked #65.

Perryman Financial Advisory first reported a position in LQD in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.46M in Q4 2025. 1,120 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Perryman Financial Advisory held 23,680 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $2.58M as of Q2 2026.
  • Perryman Financial Advisory sold 5,309 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $578K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.34% of Perryman Financial Advisory's portfolio in Q2 2026, its #65 holding.
  • Perryman Financial Advisory first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Perryman Financial Advisory's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.46M in Q4 2025.
  • 1,120 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.