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Three Bearings Fiduciary Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Three Bearings Fiduciary Advisors’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 		$59.8K Hold
548
– – 0.05% 77
2026
Q1 		$59.7K Hold
548
– – 0.06% 77
2025
Q4 		$60.6K Buy
+548
New +$60.9K 0.06% 75

Other funds holding LQD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Three Bearings Fiduciary Advisors's LQD Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 548 shares worth $59.8K. The position accounts for 0.05% of the portfolio, ranked #77.

Three Bearings Fiduciary Advisors first reported a position in LQD in Q4 2025 and has held it in 3 quarters since. The position peaked at $60.6K in Q4 2025. 702 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Three Bearings Fiduciary Advisors held 548 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $59.8K as of Q2 2026.
  • Three Bearings Fiduciary Advisors left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.05% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #77 holding.
  • Three Bearings Fiduciary Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Three Bearings Fiduciary Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $60.6K in Q4 2025.
  • 702 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.