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Personal CFO Solutions’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Personal CFO Solutions’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 		$313K Hold
2,872
– – 0.05% 386
2026
Q1 		$313K Sell
2,872
-126
-4% -$13.9K 0.04% 363
2025
Q4 		$330K Sell
2,998
-291
-9% -$32.4K 0.05% 336
2025
Q3 		$367K Buy
3,289
+124
+4% +$13.6K 0.06% 284
2025
Q2 		$347K Buy
3,165
+8
+0.3% +$858 0.06% 292
2025
Q1 		$343K Buy
3,157
+278
+10% +$30K 0.07% 276
2024
Q4 		$308K Sell
2,879
-12
-0.4% -$1.31K 0.06% 315
2024
Q3 		$327K Buy
+2,891
New +$320K 0.05% 390
2024
Q1 		– Sell
-3,858
Closed -$427K – 565
2023
Q4 		$427K Buy
+3,858
New +$402K 0.07% 272
2023
Q3 		– Sell
-7,966
Closed -$861K – 485
2023
Q2 		$861K Sell
7,966
-58
-0.7% -$6.27K 0.17% 117
2023
Q1 		$880K Buy
8,024
+94
+1% +$10.2K 0.18% 103
2022
Q4 		$836K Buy
+7,930
New +$830K 0.18% 109
2022
Q1 		– Sell
-5,756
Closed -$763K – 499
2021
Q4 		$763K Buy
5,756
+1,279
+29% +$170K 0.14% 138
2021
Q3 		$596K Buy
4,477
+866
+24% +$117K 0.12% 162
2021
Q2 		$485K Buy
+3,611
New +$476K 0.1% 190

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

Personal CFO Solutions's LQD Position: Q2 2026 in Review

Personal CFO Solutions held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 2,872 shares worth $313K. The position accounts for 0.05% of the portfolio, ranked #386.

Personal CFO Solutions first reported a position in LQD in Q2 2021 and has held it in 15 quarters since. The position peaked at $880K in Q1 2023. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Personal CFO Solutions held 2,872 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $313K as of Q2 2026.
  • Personal CFO Solutions left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.05% of Personal CFO Solutions's portfolio in Q2 2026, its #386 holding.
  • Personal CFO Solutions first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2021 and has held it in 15 quarters since.
  • Personal CFO Solutions's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $880K in Q1 2023.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.