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 Q2	$216K	Sell	1,983 -9	-0.5%	-$981	0.12%	156
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 $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Richardson Financial Services's LQD Position: Q2 2026 in Review

Richardson Financial Services reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.45% in Q2 2026, selling an estimated $981 and leaving 1,983 shares worth $216K. The position accounts for 0.12% of the portfolio, ranked #156.

Richardson Financial Services first reported a position in LQD in Q4 2023 and has held it in 11 quarters since. The position peaked at $415K in Q4 2025. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Richardson Financial Services held 1,983 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $216K as of Q2 2026.
Richardson Financial Services sold 9 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $981.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.12% of Richardson Financial Services's portfolio in Q2 2026, its #156 holding.
Richardson Financial Services first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Richardson Financial Services's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $415K in Q4 2025.
1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.