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

Root 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	–	Sell	-1,073	Closed	-$117K	–	1983
2026 Q1	$117K	Sell	1,073 -80	-7%	-$8.82K	0.01%	508
2025 Q4	$127K	Buy	1,153 +17	+1%	+$1.89K	0.01%	387
2025 Q3	$127K	Buy	+1,136	New	+$125K	0.01%	366
2025 Q1	–	Sell	-12,193	Closed	-$1.3M	–	221
2024 Q4	$1.3M	Buy	12,193 +9,520	+356%	+$1.04M	0.16%	48
2024 Q3	$302K	Buy	2,673 +618	+30%	+$68.4K	0.05%	125
2024 Q2	$220K	Buy	2,055 +77	+4%	+$8.22K	0.05%	105
2024 Q1	$215K	Buy	+1,978	New	+$215K	0.06%	91

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

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

Root Financial Partners sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026, closing a stake of 1,073 shares — an estimated $117K sold.

Root Financial Partners first reported a position in LQD in Q1 2024 and held it in 7 quarters. The position peaked at $1.3M in Q4 2024. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Root Financial Partners reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 1,073 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $117K.
Root Financial Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2024 and held it in 7 quarters.
Root Financial Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.3M in Q4 2024.
1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.