SimpliFi Inc’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

SimpliFi Inc’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	$372K	Buy	3,644 +44	+1%	+$4.66K	0.15%	36
2026 Q2	$393K	Buy	3,600 +42	+1%	+$4.58K	0.16%	34
2026 Q1	$388K	Buy	3,558 +25	+0.7%	+$2.76K	0.16%	33
2025 Q4	$389K	Sell	3,533 -341	-9%	-$37.9K	0.16%	33
2025 Q3	$432K	Buy	+3,874	New	+$426K	0.18%	32
2025 Q1	–	Sell	-343,149	Closed	-$36.7M	–	42
2024 Q4	$36.7M	Buy	343,149 +5,917	+2%	+$647K	16.77%	2
2024 Q3	$38.1M	Buy	337,232 +402	+0.1%	+$44.5K	16.89%	1
2024 Q2	$36.1M	Sell	336,830 -11,507	-3%	-$1.23M	16.66%	2
2024 Q1	$37.9M	Buy	348,337 +57,635	+20%	+$6.26M	17.35%	2
2023 Q4	$29.7M	Hold	290,702	–	–	14.61%	2
2023 Q3	$29.7M	Buy	290,702 +2,782	+1%	+$293K	14.62%	2
2023 Q2	$31.1M	Buy	287,920 +10,203	+4%	+$1.1M	14.72%	2
2023 Q1	$30.4M	Buy	277,717 +5,218	+2%	+$565K	14.96%	2
2022 Q4	$28.7M	Buy	272,499 +265,670	+3,890%	+$27.8M	14.99%	2
2022 Q3	$700K	Buy	6,829 +1,231	+22%	+$136K	0.36%	17
2022 Q2	$616K	Buy	5,598 +38	+0.7%	+$4.29K	0.3%	18
2022 Q1	$672K	Buy	5,560 +23	+0.4%	+$2.87K	0.31%	18
2021 Q4	$734K	Buy	5,537 +42	+0.8%	+$5.58K	0.32%	18
2021 Q3	$731K	Sell	5,495 -251	-4%	-$33.9K	0.33%	13
2021 Q2	$772K	Sell	5,746 -187,709	-97%	-$24.7M	0.35%	13
2021 Q1	$25.2M	Buy	193,455 +3,026	+2%	+$403K	11.75%	2
2020 Q4	$26.3M	Buy	190,429 +21,893	+13%	+$2.98M	12.26%	2
2020 Q3	$22.7M	Sell	168,536 -816	-0.5%	-$111K	11.31%	2
2020 Q2	$22.8M	Sell	169,352 -30,122	-15%	-$3.92M	11.95%	2
2020 Q1	$24.6M	Buy	199,474 +2,588	+1%	+$330K	15.41%	2
2019 Q4	$25.2M	Buy	196,886 +3,315	+2%	+$422K	14.33%	2
2019 Q3	$24.7M	Sell	193,571 -560	-0.3%	-$70.5K	14.64%	2
2019 Q2	$24.1M	Buy	+194,131	New	+$23.3M	14.44%	2

Other funds holding LQD

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

SimpliFi Inc's LQD Position: Q3 2026 in Review

SimpliFi Inc increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 1.2% in Q3 2026, buying an estimated $4.66K and bringing the position to 3,644 shares worth $372K. The position accounts for 0.15% of the portfolio, ranked #36.

SimpliFi Inc first reported a position in LQD in Q2 2019 and has held it in 28 quarters since. The position peaked at $38.1M in Q3 2024. 668 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

SimpliFi Inc held 3,644 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $372K as of Q3 2026.
SimpliFi Inc bought 44 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $4.66K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.15% of SimpliFi Inc's portfolio in Q3 2026, its #36 holding.
SimpliFi Inc first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2019 and has held it in 28 quarters since.
SimpliFi Inc's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $38.1M in Q3 2024.
668 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on SimpliFi Inc's 13F filing for Q3 2026, filed 28 Oct 2026.