Richardson Financial Services’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Richardson Financial Services’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	$217K	Sell	1,992 -371	-16%	-$40.9K	0.14%	145
2025 Q4	$415K	Sell	2,363 -14	-0.6%	-$1.56K	0.13%	96
2025 Q3	$265K	Sell	2,377 -165	-6%	-$18.1K	0.16%	127
2025 Q2	$278K	Buy	2,542 +852	+50%	+$91.4K	0.19%	128
2025 Q1	$184K	Sell	1,690 -5	-0.3%	-$539	0.14%	145
2024 Q4	$182K	Sell	1,695 -240	-12%	-$26.3K	0.13%	144
2024 Q3	$207K	Hold	1,935	–	–	0.13%	145
2024 Q2	$207K	Sell	1,935 -43	-2%	-$4.59K	0.15%	136
2024 Q1	$211K	Sell	1,978 -300	-13%	-$32.6K	0.15%	142
2023 Q4	$252K	Buy	+2,278	New	+$237K	0.22%	106

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Richardson Financial Services's LQD Position: Q1 2026 in Review

Richardson Financial Services reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 16% in Q1 2026, selling an estimated $40.9K and leaving 1,992 shares worth $217K. The position accounts for 0.14% of the portfolio, ranked #145.

Richardson Financial Services first reported a position in LQD in Q4 2023 and has held it in 10 quarters since. The position peaked at $415K in Q4 2025. 1,095 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

Richardson Financial Services held 1,992 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $217K as of Q1 2026.
Richardson Financial Services sold 371 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $40.9K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.14% of Richardson Financial Services's portfolio in Q1 2026, its #145 holding.
Richardson Financial Services first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
Richardson Financial Services's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $415K in Q4 2025.
1,095 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.