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

Quantum Financial Partners’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 		$913K Buy
+8,375
New +$913K 0.47% 48

Other funds holding LQD

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FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JF
Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
AWMT
AAFMAA Wealth Management & Trust Fayetteville, North Carolina $286M AUM 19.57% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CAP
Cordoba Advisory Partners New York $472M AUM
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Quantum Financial Partners's LQD Position: Q2 2026 in Review

Quantum Financial Partners opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026: 8,375 shares worth $913K. The stake represents 0.47% of the portfolio and ranks #48 among its holdings.

242 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Quantum Financial Partners held 8,375 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $913K as of Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF was a new Quantum Financial Partners position in Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.47% of Quantum Financial Partners's portfolio in Q2 2026, its #48 holding.
  • 242 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Quantum Financial Partners's 13F filing for Q2 2026, filed 20 Jul 2026.