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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
– Sell
-8,375
Closed -$913K – 162
2026
Q2
$913K Buy
+8,375
New +$913K 0.47% 48

Other funds holding LQD

Quantum Financial Partners's LQD Position: Q3 2026 in Review

Quantum Financial Partners sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2026, closing a stake of 8,375 shares — an estimated $913K sold.

Quantum Financial Partners first reported a position in LQD in Q2 2026 and held it in 1 quarter. The position peaked at $913K in Q2 2026. 321 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

  • Quantum Financial Partners reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Quantum Financial Partners sold 8,375 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $913K.
  • Quantum Financial Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2026 and held it in 1 quarter.
  • Quantum Financial Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $913K in Q2 2026.
  • 321 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

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