SFG
LQD icon

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
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

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JF
Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
AWMT
AAFMAA Wealth Management & Trust Fayetteville, North Carolina $286M AUM 19.57% 1-Year Est. Return
AIMC
Alley Investment Management Company Lake Forest, Illinois $856M AUM 15.11% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Seamount Financial Group's LQD Position: Q2 2026 in Review

Seamount Financial Group increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 2.7% in Q2 2026, buying an estimated $85.5K and bringing the position to 29,528 shares worth $3.22M. The position accounts for 1.3% of the portfolio, ranked #22.

Seamount Financial Group first reported a position in LQD in Q4 2023 and has held it in 11 quarters since. 324 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Seamount Financial Group held 29,528 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $3.22M as of Q2 2026.
  • Seamount Financial Group bought 785 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $85.5K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 1.3% of Seamount Financial Group's portfolio in Q2 2026, its #22 holding.
  • Seamount Financial Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 324 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Seamount Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.