Seamount Financial Group
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Seamount Financial Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Seamount Financial Group’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 		$3.24M Buy
31,720
+2,192
+7% +$232K 1.27% 23
2026
Q2 		$3.22M Buy
29,528
+785
+3% +$85.5K 1.3% 22
2026
Q1 		$3.13M Buy
28,743
+825
+3% +$91K 1.41% 22
2025
Q4 		$3.08M Buy
27,918
+2,077
+8% +$231K 1.4% 21
2025
Q3 		$2.88M Buy
25,841
+1,793
+7% +$197K 1.36% 22
2025
Q2 		$2.64M Buy
24,048
+943
+4% +$101K 1.36% 24
2025
Q1 		$2.51M Buy
23,105
+1,814
+9% +$195K 1.71% 19
2024
Q4 		$2.27M Buy
21,291
+375
+2% +$41K 1.57% 21
2024
Q3 		$2.36M Buy
20,916
+1,043
+5% +$115K 1.78% 19
2024
Q2 		$2.13M Sell
19,873
-238
-1% -$25.4K 1.74% 19
2024
Q1 		$2.19M Buy
20,111
+62
+0.3% +$6.74K 1.92% 16
2023
Q4 		$2.22M Buy
+20,049
New +$2.09M 2.13% 14

Other funds holding LQD

Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Towercrest Capital Management
Towercrest Capital Management Newtown, Pennsylvania $700M AUM 8.37% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Summit Financial Consulting
Summit Financial Consulting Sterling Heights, Michigan $136M AUM 9.85% 1-Year Est. Return

Seamount Financial Group's LQD Position: Q3 2026 in Review

Seamount Financial Group increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 7.4% in Q3 2026, buying an estimated $232K and bringing the position to 31,720 shares worth $3.24M. The position accounts for 1.27% of the portfolio, ranked #23.

Seamount Financial Group first reported a position in LQD in Q4 2023 and has held it in 12 quarters since. 321 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

  • Seamount Financial Group held 31,720 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $3.24M as of Q3 2026.
  • Seamount Financial Group bought 2,192 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $232K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 1.27% of Seamount Financial Group's portfolio in Q3 2026, its #23 holding.
  • Seamount Financial Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • 321 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

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