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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
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
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

Root Financial Partners's LQD Position: Q1 2026 in Review

Root Financial Partners reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 6.9% in Q1 2026, selling an estimated $8.82K and leaving 1,073 shares worth $117K. The position accounts for 0.01% of the portfolio, ranked #508.

Root Financial Partners first reported a position in LQD in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.3M in Q4 2024. 1,095 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Root Financial Partners held 1,073 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $117K as of Q1 2026.
  • Root Financial Partners sold 80 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $8.82K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #508 holding.
  • Root Financial Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2024 and has held it in 7 quarters since.
  • Root Financial Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.3M in Q4 2024.
  • 1,095 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.