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

Security 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
2025
Q2 		– Sell
-2,340
Closed -$254K – 184
2025
Q1 		$254K Buy
2,340
+352
+18% +$37.9K 0.05% 157
2024
Q4 		$212K Sell
1,988
-995
-33% -$109K 0.04% 164
2024
Q3 		$337K Buy
2,983
+929
+45% +$103K 0.07% 120
2024
Q2 		$220K Sell
2,054
-1,105
-35% -$118K 0.05% 156
2024
Q1 		$344K Sell
3,159
-15,287
-83% -$1.66M 0.08% 129
2023
Q4 		$2.04M Buy
18,446
+1,362
+8% +$142K 0.5% 41
2023
Q3 		$1.74M Buy
17,084
+10,752
+170% +$1.13M 0.49% 42
2023
Q2 		$685K Sell
6,332
-1,798
-22% -$194K 0.19% 78
2023
Q1 		$891K Sell
8,130
-10,241
-56% -$1.11M 0.27% 70
2022
Q4 		$1.94M Sell
18,371
-7,562
-29% -$792K 0.6% 42
2022
Q3 		$2.66M Buy
25,933
+16,428
+173% +$1.81M 0.91% 31
2022
Q2 		$1.05M Buy
9,505
+2,206
+30% +$249K 0.33% 61
2022
Q1 		$883K Buy
7,299
+1,175
+19% +$147K 0.28% 60
2021
Q4 		$812K Buy
+6,124
New +$814K 0.27% 65

Other funds holding LQD

MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
SAMU
SONA Asset Management (US) New York $4.76B AUM 23.76% 1-Year Est. Return

Security Financial Services's LQD Position: Q2 2025 in Review

Security Financial Services sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2025, closing a stake of 2,340 shares — an estimated $254K sold.

Security Financial Services first reported a position in LQD in Q4 2021 and held it in 14 quarters. The position peaked at $2.66M in Q3 2022. 1,049 funds tracked by Wall St. Rank hold LQD as of Q2 2025.

  • Security Financial Services reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Security Financial Services sold 2,340 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $254K.
  • Security Financial Services first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and held it in 14 quarters.
  • Security Financial Services's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.66M in Q3 2022.
  • 1,049 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Security Financial Services's 13F filing for Q2 2025, filed 8 Aug 2025.