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

TME Financial’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	$5.02M	Sell	49,135 -138	-0.3%	-$14.6K	3.08%	10
2026 Q2	$5.37M	Sell	49,273 -594	-1%	-$64.7K	3.32%	10
2026 Q1	$5.43M	Buy	49,867 +4,370	+10%	+$482K	3.77%	10
2025 Q4	$5.01M	Buy	45,497 +10,738	+31%	+$1.19M	3.52%	11
2025 Q3	$3.87M	Buy	34,759 +1,468	+4%	+$161K	2.9%	10
2025 Q2	$3.65M	Buy	33,291 +6,592	+25%	+$707K	2.95%	10
2025 Q1	$2.9M	Sell	26,699 -4,727	-15%	-$509K	2.52%	13
2024 Q4	$3.55M	Buy	+31,426	New	+$3.44M	3.32%	7

Other funds holding LQD

Meiji Yasuda Life Insurance Tokyo, Japan $2.87B AUM 0.29% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

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

Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return

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

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.87B AUM 14.02% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 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

TME Financial's LQD Position: Q3 2026 in Review

TME Financial reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.28% in Q3 2026, selling an estimated $14.6K and leaving 49,135 shares worth $5.02M. The position accounts for 3.08% of the portfolio, ranked #10.

TME Financial first reported a position in LQD in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.43M in Q1 2026. 842 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

TME Financial held 49,135 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $5.02M as of Q3 2026.
TME Financial sold 138 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $14.6K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 3.08% of TME Financial's portfolio in Q3 2026, its #10 holding.
TME Financial first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 8 quarters since.
TME Financial's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $5.43M in Q1 2026.
842 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on TME Financial's 13F filing for Q3 2026, filed 14 Oct 2026.