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

RDA Financial Network’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 		$605K Sell
5,925
-1,097
-16% -$116K 0.13% 137
2026
Q2 		$766K Sell
7,022
-484
-6% -$52.7K 0.17% 123
2026
Q1 		$818K Buy
7,506
+2,048
+38% +$226K 0.2% 111
2025
Q4 		$601K Sell
5,458
-1,521
-22% -$169K 0.14% 135
2025
Q3 		$778K Sell
6,979
-395
-5% -$43.4K 0.19% 118
2025
Q2 		$808K Sell
7,374
-193
-3% -$20.7K 0.22% 112
2025
Q1 		$822K Buy
7,567
+354
+5% +$38.1K 0.25% 102
2024
Q4 		$771K Buy
7,213
+816
+13% +$89.3K 0.22% 107
2024
Q3 		$723K Buy
6,397
+366
+6% +$40.5K 0.22% 109
2024
Q2 		$646K Buy
6,031
+204
+4% +$21.8K 0.21% 115
2024
Q1 		$635K Buy
5,827
+32
+0.6% +$3.48K 0.22% 111
2023
Q4 		$641K Buy
5,795
+814
+16% +$84.8K 0.24% 104
2023
Q3 		$508K Buy
4,981
+552
+12% +$58.2K 0.22% 107
2023
Q2 		$479K Buy
4,429
+344
+8% +$37.2K 0.2% 114
2023
Q1 		$448K Buy
4,085
+375
+10% +$40.6K 0.2% 114
2022
Q4 		$391K Sell
3,710
-554
-13% -$58K 0.2% 121
2022
Q3 		$437K Buy
4,264
+2,083
+96% +$230K 0.24% 106
2022
Q2 		$240K Buy
+2,181
New +$246K 0.12% 171
2022
Q1 		– Sell
-1,545
Closed -$205K – 237
2021
Q4 		$205K Sell
1,545
-10
-0.6% -$1.33K 0.08% 208
2021
Q3 		$207K Buy
1,555
+10
+0.6% +$1.35K 0.09% 201
2021
Q2 		$208K Buy
+1,545
New +$204K 0.09% 204
2021
Q1 		– Sell
-1,535
Closed -$212K – 234
2020
Q4 		$212K Sell
1,535
-10
-0.6% -$1.36K 0.1% 206
2020
Q3 		$208K Sell
1,545
-33
-2% -$4.5K 0.09% 204
2020
Q2 		$212K Buy
+1,578
New +$205K 0.11% 191

Other funds holding LQD

Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Towercrest Capital Management
Towercrest Capital Management Newtown, Pennsylvania $700M AUM 8.37% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Summit Financial Consulting
Summit Financial Consulting Sterling Heights, Michigan $136M AUM 9.85% 1-Year Est. Return
AAFMAA Wealth Management & Trust
AAFMAA Wealth Management & Trust Fayetteville, North Carolina $291M AUM 14.48% 1-Year Est. Return

RDA Financial Network's LQD Position: Q3 2026 in Review

RDA Financial Network reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 16% in Q3 2026, selling an estimated $116K and leaving 5,925 shares worth $605K. The position accounts for 0.13% of the portfolio, ranked #137.

RDA Financial Network first reported a position in LQD in Q2 2020 and has held it in 24 quarters since. The position peaked at $822K in Q1 2025. 298 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

  • RDA Financial Network held 5,925 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $605K as of Q3 2026.
  • RDA Financial Network sold 1,097 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $116K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.13% of RDA Financial Network's portfolio in Q3 2026, its #137 holding.
  • RDA Financial Network first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2020 and has held it in 24 quarters since.
  • RDA Financial Network's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $822K in Q1 2025.
  • 298 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on RDA Financial Network's 13F filing for Q3 2026, filed 15 Oct 2026.