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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Phoenix Financial's LQD Position: Q2 2026 in Review

Phoenix Financial opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026: 24,748 shares worth $2.7M. The stake represents 0.02% of the portfolio and ranks #170 among its holdings. This is a return to the name: Phoenix Financial previously reported a position in LQD as recently as Q4 2023.

Phoenix Financial first reported a position in LQD in Q4 2020 and has held it in 5 quarters since. 1,117 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Phoenix Financial held 24,748 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $2.7M as of Q2 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF was a new Phoenix Financial position in Q2 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.02% of Phoenix Financial's portfolio in Q2 2026, its #170 holding.
Phoenix Financial first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 5 quarters since.
1,117 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.