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

Phoenix Financial’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	$826K	Hold	24,748	–	–	0.01%	282
2026 Q2	$2.7M	Buy	+24,748	New	+$2.7M	0.02%	170
2024 Q1	–	Sell	-3,976	Closed	-$440K	–	451
2023 Q4	$440K	Buy	3,976 +671	+20%	+$69.9K	0.01%	250
2023 Q3	$337K	Buy	+3,305	New	+$348K	0.01%	274
2022 Q2	–	Sell	-3,056	Closed	-$370K	–	405
2022 Q1	$370K	Buy	+3,056	New	+$381K	0.01%	315
2021 Q1	–	Sell	-1,480	Closed	-$204K	–	440
2020 Q4	$204K	Buy	+1,480	New	+$202K	0.01%	351

Other funds holding LQD

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Meiji Yasuda Life Insurance Tokyo, Japan $2.87B AUM 0.29% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.87B AUM 14.02% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Phoenix Financial's LQD Position: Q3 2026 in Review

Phoenix Financial held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q3 2026 at 24,748 shares worth $826K. The position accounts for 0.01% of the portfolio, ranked #282.

Phoenix Financial first reported a position in LQD in Q4 2020 and has held it in 6 quarters since. The position peaked at $2.7M in Q2 2026. 917 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

Phoenix Financial held 24,748 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $826K as of Q3 2026.
Phoenix Financial 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 Phoenix Financial's portfolio in Q3 2026, its #282 holding.
Phoenix Financial first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 6 quarters since.
Phoenix Financial's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.7M in Q2 2026.
917 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Phoenix Financial's 13F filing for Q3 2026, filed 9 Nov 2026.