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

SevenBridge 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	$3.4M	Sell	31,940 -1,984	-6%	-$216K	0.5%	60
2026 Q1	$3.73M	Buy	33,924 +409	+1%	+$45.1K	0.58%	55
2025 Q4	$3.72M	Sell	33,515 -389	-1%	-$43.2K	0.6%	54
2025 Q3	$3.77M	Sell	33,904 -9,090	-21%	-$999K	0.62%	53
2025 Q2	$4.72M	Sell	42,994 -15,022	-26%	-$1.61M	0.83%	27
2025 Q1	$6.18M	Sell	58,016 -28,997	-33%	-$3.12M	1.22%	15
2024 Q4	$9.34M	Sell	87,013 -3,293	-4%	-$360K	1.77%	9
2024 Q3	$9.9M	Buy	90,306 +6,389	+8%	+$707K	1.91%	9
2024 Q2	$9.2M	Sell	83,917 -683	-0.8%	-$72.9K	2.03%	7
2024 Q1	$9M	Sell	84,600 -1,851	-2%	-$201K	2.04%	7
2023 Q4	$9.57M	Sell	86,451 -1,490	-2%	-$155K	2.26%	7
2023 Q3	$8.97M	Buy	87,941 +4,949	+6%	+$522K	2.32%	6
2023 Q2	$8.97M	Buy	82,992 +2,195	+3%	+$237K	2.32%	6
2023 Q1	$8.86M	Buy	80,797 +15,039	+23%	+$1.63M	2.44%	5
2022 Q4	$6.93M	Buy	65,758 +22,744	+53%	+$2.38M	2.03%	9
2022 Q3	$4.41M	Buy	+43,014	New	+$4.74M	1.49%	16
2019 Q3	–	Sell	-417	Closed	-$52K	–	387
2019 Q2	$52K	Buy	417 +11	+3%	+$1.32K	0.02%	279
2019 Q1	$48K	Hold	406	–	–	0.02%	246
2018 Q4	$46K	Hold	406	–	–	0.03%	210
2018 Q3	$47K	Hold	406	–	–	0.03%	241
2018 Q2	$47K	Hold	406	–	–	0.03%	246
2018 Q1	$48K	Hold	406	–	–	0.03%	242
2017 Q4	$49K	Hold	406	–	–	0.03%	254
2017 Q3	$49K	Hold	406	–	–	0.03%	257
2017 Q2	$49K	Hold	406	–	–	0.03%	261
2017 Q1	$48K	Sell	406 -47	-10%	-$5.52K	0.03%	256
2016 Q4	$55K	Hold	453	–	–	0.04%	242
2016 Q3	$55K	Hold	453	–	–	0.04%	239
2016 Q2	$56K	Buy	+453	New	+$54.3K	0.04%	253

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

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

SevenBridge Financial Group reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 5.8% in Q2 2026, selling an estimated $216K and leaving 31,940 shares worth $3.4M. The position accounts for 0.5% of the portfolio, ranked #60.

SevenBridge Financial Group first reported a position in LQD in Q2 2016 and has held it in 29 quarters since. The position peaked at $9.9M in Q3 2024. 1,114 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

SevenBridge Financial Group held 31,940 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $3.4M as of Q2 2026.
SevenBridge Financial Group sold 1,984 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $216K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.5% of SevenBridge Financial Group's portfolio in Q2 2026, its #60 holding.
SevenBridge Financial Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2016 and has held it in 29 quarters since.
SevenBridge Financial Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $9.9M in Q3 2024.
1,114 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on SevenBridge Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.