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

S&A 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 		$427K Buy
3,914
+3
+0.1% +$327 0.26% 61
2026
Q1 		$426K Buy
+3,911
New +$431K 0.29% 55

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
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
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

S&A Financial Services's LQD Position: Q2 2026 in Review

S&A Financial Services increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.08% in Q2 2026, buying an estimated $327 and bringing the position to 3,914 shares worth $427K. The position accounts for 0.26% of the portfolio, ranked #61.

S&A Financial Services first reported a position in LQD in Q1 2026 and has held it in 2 quarters since. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • S&A Financial Services held 3,914 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $427K as of Q2 2026.
  • S&A Financial Services bought 3 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $327.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.26% of S&A Financial Services's portfolio in Q2 2026, its #61 holding.
  • S&A Financial Services first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on S&A Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.