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 Q3	$39.5K	Buy	+387	New	+$41K	﹤0.01%	1203
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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Meiji Yasuda Life Insurance Tokyo, Japan $2.87B AUM 0.29% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.87B AUM 14.02% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Root Financial Partners's LQD Position: Q3 2026 in Review

Root Financial Partners opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2026: 387 shares worth $39.5K. The stake represents ﹤0.01% of the portfolio and ranks #1203 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in LQD as recently as Q1 2026.

Root Financial Partners first reported a position in LQD in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.3M in Q4 2024. 917 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

Root Financial Partners held 387 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $39.5K as of Q3 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF was a new Root Financial Partners position in Q3 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1203 holding.
Root Financial Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2024 and has held it in 8 quarters since.
Root Financial Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.3M in Q4 2024.
917 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.