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

Sowell 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
2026
Q2 		$4.29M Buy
39,338
+1,680
+4% +$183K 0.14% 157
2026
Q1 		$4.1M Buy
37,658
+1,076
+3% +$119K 0.15% 143
2025
Q4 		$4.03M Buy
36,582
+1,064
+3% +$118K 0.15% 138
2025
Q3 		$3.96M Buy
35,518
+740
+2% +$81.3K 0.15% 135
2025
Q2 		$3.81M Buy
34,778
+123
+0.4% +$13.2K 0.16% 137
2025
Q1 		$3.77M Buy
34,655
+617
+2% +$66.5K 0.17% 125
2024
Q4 		$3.64M Sell
34,038
-2,178
-6% -$238K 0.19% 119
2024
Q3 		$4.09M Sell
36,216
-6,353
-15% -$703K 0.19% 126
2024
Q2 		$4.56M Buy
42,569
+13,537
+47% +$1.44M 0.22% 114
2024
Q1 		$3.16M Sell
29,032
-4,241
-13% -$461K 0.15% 155
2023
Q4 		$3.68M Buy
33,273
+13,579
+69% +$1.41M 0.2% 127
2023
Q3 		$2.01M Sell
19,694
-6,292
-24% -$663K 0.13% 183
2023
Q2 		$2.81M Buy
25,986
+11,730
+82% +$1.27M 0.16% 151
2023
Q1 		$1.56M Sell
14,256
-33,671
-70% -$3.65M 0.12% 202
2022
Q4 		$5.05M Buy
47,927
+34,703
+262% +$3.63M 0.33% 72
2022
Q3 		$1.35M Buy
+13,224
New +$1.46M 0.14% 194
2022
Q1 		– Sell
-23,575
Closed -$3.12M – 363
2021
Q4 		$3.12M Buy
23,575
+4,825
+26% +$641K 0.18% 133
2021
Q3 		$2.49M Buy
18,750
+277
+1% +$37.4K 0.17% 148
2021
Q2 		$2.48M Sell
18,473
-3,777
-17% -$498K 0.16% 157
2021
Q1 		$2.93M Sell
22,250
-12,879
-37% -$1.71M 0.1% 189
2020
Q4 		$4.85M Sell
35,129
-8,326
-19% -$1.13M 0.21% 103
2020
Q3 		$5.85M Sell
43,455
-20,906
-32% -$2.85M 0.29% 78
2020
Q2 		$8.66M Buy
64,361
+54,993
+587% +$7.15M 0.48% 51
2020
Q1 		$1.16M Sell
9,368
-11,035
-54% -$1.41M 0.09% 232
2019
Q4 		$2.61M Buy
20,403
+4,394
+27% +$560K 0.2% 111
2019
Q3 		$2.04M Buy
+16,009
New +$2.02M 0.17% 127
2019
Q1 		$1.11M Sell
9,363
-6,219
-40% -$720K 0.12% 180
2018
Q4 		$1.76M Buy
+15,582
New +$1.75M 0.25% 84
2018
Q3 		– Sell
-19,359
Closed -$2.23M – 428
2018
Q2 		$2.23M Buy
19,359
+10,758
+125% +$1.24M 0.47% 56
2018
Q1 		$985K Sell
8,601
-21,860
-72% -$2.58M 0.25% 98
2017
Q4 		$3.66M Sell
30,461
-32,712
-52% -$3.96M 0.89% 32
2017
Q3 		$7.64M Buy
63,173
+4,941
+8% +$597K 1.99% 8
2017
Q2 		$7M Buy
58,232
+23,193
+66% +$2.77M 1.99% 7
2017
Q1 		$4.19M Sell
35,039
-1,670
-5% -$196K 1.24% 23
2016
Q4 		$4.3M Buy
+36,709
New +$4.36M 1.44% 13

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
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
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Sowell Financial Services's LQD Position: Q2 2026 in Review

Sowell Financial Services increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 4.5% in Q2 2026, buying an estimated $183K and bringing the position to 39,338 shares worth $4.29M. The position accounts for 0.14% of the portfolio, ranked #157.

Sowell Financial Services first reported a position in LQD in Q4 2016 and has held it in 35 quarters since. The position peaked at $8.66M in Q2 2020. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Sowell Financial Services held 39,338 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $4.29M as of Q2 2026.
  • Sowell Financial Services bought 1,680 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $183K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.14% of Sowell Financial Services's portfolio in Q2 2026, its #157 holding.
  • Sowell Financial Services first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2016 and has held it in 35 quarters since.
  • Sowell Financial Services's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $8.66M in Q2 2020.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.