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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
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

JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SimpliFi Inc's LQD Position: Q2 2026 in Review

SimpliFi Inc increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 1.2% in Q2 2026, buying an estimated $4.58K and bringing the position to 3,600 shares worth $393K. The position accounts for 0.16% of the portfolio, ranked #34.

SimpliFi Inc first reported a position in LQD in Q2 2019 and has held it in 27 quarters since. The position peaked at $38.1M in Q3 2024. 476 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • SimpliFi Inc held 3,600 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $393K as of Q2 2026.
  • SimpliFi Inc bought 42 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $4.58K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.16% of SimpliFi Inc's portfolio in Q2 2026, its #34 holding.
  • SimpliFi Inc first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2019 and has held it in 27 quarters since.
  • SimpliFi Inc's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $38.1M in Q3 2024.
  • 476 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on SimpliFi Inc's 13F filing for Q2 2026, filed 24 Jul 2026.