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

Resurgent Financial Advisors’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
Q1 		$348K Buy
3,195
+374
+13% +$41.2K 0.13% 186
2025
Q4 		$311K Sell
2,821
-709
-20% -$78.8K 0.16% 168
2025
Q3 		$393K Buy
3,530
+61
+2% +$6.71K 0.19% 147
2025
Q2 		$380K Buy
3,469
+122
+4% +$13.1K 0.21% 129
2025
Q1 		$364K Sell
3,347
-68
-2% -$7.33K 0.22% 125
2024
Q4 		$365K Sell
3,415
-1
-0% -$109 0.21% 127
2024
Q3 		$386K Buy
3,416
+527
+18% +$58.3K 0.23% 130
2024
Q2 		$309K Buy
2,889
+12
+0.4% +$1.28K 0.19% 138
2024
Q1 		$313K Sell
2,877
-1,420
-33% -$154K 0.17% 148
2023
Q4 		$476K Buy
4,297
+1,254
+41% +$131K 0.29% 88
2023
Q3 		$310K Buy
3,043
+2,177
+251% +$230K 0.21% 111
2023
Q2 		$93.6K Buy
866
+115
+15% +$12.4K 0.06% 243
2023
Q1 		$82.3K Sell
751
-410
-35% -$44.4K 0.05% 255
2022
Q4 		$122K Buy
+1,161
New +$122K 0.06% 277

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Resurgent Financial Advisors's LQD Position: Q1 2026 in Review

Resurgent Financial Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 13% in Q1 2026, buying an estimated $41.2K and bringing the position to 3,195 shares worth $348K. The position accounts for 0.13% of the portfolio, ranked #186.

Resurgent Financial Advisors first reported a position in LQD in Q4 2022 and has held it in 14 quarters since. The position peaked at $476K in Q4 2023. 1,096 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Resurgent Financial Advisors held 3,195 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $348K as of Q1 2026.
  • Resurgent Financial Advisors bought 374 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $41.2K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.13% of Resurgent Financial Advisors's portfolio in Q1 2026, its #186 holding.
  • Resurgent Financial Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Resurgent Financial Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $476K in Q4 2023.
  • 1,096 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.