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

Phillips 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
Q3 		$1.33K Hold
13
– – ﹤0.01% 279
2026
Q2 		$1.42K Sell
13
-264
-95% -$28.8K ﹤0.01% 288
2026
Q1 		$30.2K Sell
277
-2,659
-91% -$293K ﹤0.01% 248
2025
Q4 		$323K Buy
2,936
+5
+0.2% +$556 0.02% 162
2025
Q3 		$327K Sell
2,931
-506
-15% -$55.6K 0.02% 164
2025
Q2 		$377K Buy
3,437
+144
+4% +$15.5K 0.03% 150
2025
Q1 		$358K Sell
3,293
-155
-4% -$16.7K 0.03% 148
2024
Q4 		$368K Sell
3,448
-91
-3% -$10K 0.03% 142
2024
Q3 		$400K Sell
3,539
-256
-7% -$28.3K 0.03% 141
2024
Q2 		$406K Sell
3,795
-117
-3% -$12.5K 0.03% 139
2024
Q1 		$426K Buy
3,912
+8
+0.2% +$869 0.03% 136
2023
Q4 		$432K Buy
3,904
+46
+1% +$4.79K 0.04% 133
2023
Q3 		$394K Sell
3,858
-1
-0% -$105 0.04% 132
2023
Q2 		$417K Sell
3,859
-261
-6% -$28.2K 0.04% 131
2023
Q1 		$452K Sell
4,120
-576
-12% -$62.4K 0.04% 126
2022
Q4 		$495K Sell
4,696
-1,268
-21% -$133K 0.05% 113
2022
Q3 		$611K Buy
+5,964
New +$657K 0.07% 105
2022
Q2 		– Sell
-6,402
Closed -$774K – 129
2022
Q1 		$774K Buy
+6,402
New +$799K 0.07% 93
2018
Q2 		– Sell
-10,271
Closed -$1.2M – 70
2018
Q1 		$1.2M Sell
10,271
-4,002
-28% -$473K 0.26% 48
2017
Q4 		$1.72M Buy
14,273
+770
+6% +$93.2K 0.36% 42
2017
Q3 		$1.64M Buy
13,503
+508
+4% +$61.4K 0.36% 42
2017
Q2 		$1.57M Buy
12,995
+1,477
+13% +$177K 0.36% 43
2017
Q1 		$1.37M Buy
11,518
+321
+3% +$37.7K 0.33% 45
2016
Q4 		$1.32M Buy
11,197
+867
+8% +$103K 0.33% 44
2016
Q3 		$1.26M Buy
+10,330
New +$1.27M 0.33% 46

Other funds holding LQD

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Allianz
Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Phillips Financial Management's LQD Position: Q3 2026 in Review

Phillips Financial Management held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q3 2026 at 13 shares worth $1.33K. The position accounts for ﹤0.01% of the portfolio, ranked #279.

Phillips Financial Management first reported a position in LQD in Q3 2016 and has held it in 25 quarters since. The position peaked at $1.72M in Q4 2017. 804 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

  • Phillips Financial Management held 13 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.33K as of Q3 2026.
  • Phillips Financial Management left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q3 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of Phillips Financial Management's portfolio in Q3 2026, its #279 holding.
  • Phillips Financial Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2016 and has held it in 25 quarters since.
  • Phillips Financial Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.72M in Q4 2017.
  • 804 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Phillips Financial Management's 13F filing for Q3 2026, filed 19 Oct 2026.