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

TrueFG’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 		$241K Buy
2,211
+133
+6% +$14.5K 0.06% 64
2026
Q1 		$227K Buy
2,078
+78
+4% +$8.6K 0.06% 66
2025
Q4 		$220K Buy
2,000
+37
+2% +$4.11K 0.06% 64
2025
Q3 		$219K Buy
+1,963
New +$216K 0.06% 61
2024
Q4 		– Sell
-1,962
Closed -$222K – 54
2024
Q3 		$222K Hold
1,962
– – 0.07% 48
2024
Q2 		$210K Sell
1,962
-4
-0.2% -$427 0.08% 46
2024
Q1 		$214K Sell
1,966
-28
-1% -$3.04K 0.08% 45
2023
Q4 		$222K Buy
+1,994
New +$208K 0.09% 42
2023
Q2 		– Sell
-2,065
Closed -$226K – 39
2023
Q1 		$226K Sell
2,065
-48
-2% -$5.2K 0.1% 36
2022
Q4 		$223K Buy
2,113
+91
+5% +$9.53K 0.11% 36
2022
Q3 		$207K Buy
2,022
+75
+4% +$8.27K 0.11% 36
2022
Q2 		$214K Buy
+1,947
New +$220K 0.11% 35
2022
Q1 		– Sell
-1,599
Closed -$212K – 37
2021
Q4 		$212K Buy
1,599
+10
+0.6% +$1.33K 0.09% 37
2021
Q3 		$212K Sell
1,589
-102
-6% -$13.8K 0.1% 37
2021
Q2 		$227K Buy
1,691
+44
+3% +$5.8K 0.12% 33
2021
Q1 		$214K Sell
1,647
-113
-6% -$15K 0.12% 32
2020
Q4 		$243K Sell
1,760
-199
-10% -$27.1K 0.15% 32
2020
Q3 		$264K Buy
1,959
+11
+0.6% +$1.5K 0.18% 29
2020
Q2 		$262K Buy
1,948
+3
+0.2% +$390 0.2% 27
2020
Q1 		$240K Sell
1,945
-17
-0.9% -$2.17K 0.22% 27
2019
Q4 		$251K Buy
+1,962
New +$250K 0.19% 28

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

TrueFG's LQD Position: Q2 2026 in Review

TrueFG increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 6.4% in Q2 2026, buying an estimated $14.5K and bringing the position to 2,211 shares worth $241K. The position accounts for 0.06% of the portfolio, ranked #64.

TrueFG first reported a position in LQD in Q4 2019 and has held it in 21 quarters since. The position peaked at $264K in Q3 2020. 1,114 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • TrueFG held 2,211 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $241K as of Q2 2026.
  • TrueFG bought 133 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $14.5K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.06% of TrueFG's portfolio in Q2 2026, its #64 holding.
  • TrueFG first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 21 quarters since.
  • TrueFG's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $264K in Q3 2020.
  • 1,114 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on TrueFG's 13F filing for Q2 2026, filed 16 Jul 2026.