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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
Q3 		$214K Sell
2,090
-121
-5% -$12.8K 0.05% 70
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% +$9.5K 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

Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
SFC
Summit Financial Consulting Sterling Heights, Michigan $136M AUM 9.85% 1-Year Est. Return
AWMT
AAFMAA Wealth Management & Trust Fayetteville, North Carolina $291M AUM 14.48% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return
Twele Capital Management
Twele Capital Management Minnetonka, Minnesota $605M AUM 5.95% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return
Mechanics Bank - Trust Department
Mechanics Bank - Trust Department Walnut Creek, California $798M AUM 16.67% 1-Year Est. Return

TrueFG's LQD Position: Q3 2026 in Review

TrueFG reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 5.5% in Q3 2026, selling an estimated $12.8K and leaving 2,090 shares worth $214K. The position accounts for 0.05% of the portfolio, ranked #70.

TrueFG first reported a position in LQD in Q4 2019 and has held it in 22 quarters since. The position peaked at $264K in Q3 2020. 161 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

  • TrueFG held 2,090 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $214K as of Q3 2026.
  • TrueFG sold 121 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $12.8K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.05% of TrueFG's portfolio in Q3 2026, its #70 holding.
  • TrueFG first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 22 quarters since.
  • TrueFG's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $264K in Q3 2020.
  • 161 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

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