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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

TME Financial's LQD Position: Q2 2026 in Review

TME Financial reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 1.2% in Q2 2026, selling an estimated $64.7K and leaving 49,273 shares worth $5.37M. The position accounts for 3.32% of the portfolio, ranked #10.

TME Financial first reported a position in LQD in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.43M in Q1 2026. 1,118 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

TME Financial held 49,273 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $5.37M as of Q2 2026.
TME Financial sold 594 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $64.7K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 3.32% of TME Financial's portfolio in Q2 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 7 quarters since.
TME Financial's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $5.43M in Q1 2026.
1,118 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on TME Financial's 13F filing for Q2 2026, filed 23 Jul 2026.