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TS Financial Group (TSFG)’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

TS Financial Group (TSFG)’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 		$60K Hold
549
– – 0.01% 341
2026
Q1 		$60K Hold
549
– – 0.01% 325
2025
Q4 		$60K Sell
549
-180
-25% -$20K 0.01% 311
2025
Q3 		$81K Sell
729
-106
-13% -$11.7K 0.01% 275
2025
Q2 		$92K Sell
835
-131
-14% -$14.1K 0.02% 251
2025
Q1 		$105K Sell
966
-147
-13% -$15.8K 0.02% 217
2024
Q4 		$119K Buy
1,113
+1
+0.1% +$109 0.02% 190
2024
Q3 		$126K Buy
1,112
+68
+7% +$7.52K 0.03% 190
2024
Q2 		$112K Sell
1,044
-30
-3% -$3.2K 0.03% 190
2024
Q1 		$117K Sell
1,074
-97
-8% -$10.5K 0.03% 180
2023
Q4 		$130K Sell
1,171
-539
-32% -$56.1K 0.04% 176
2023
Q3 		$174K Sell
1,710
-86
-5% -$9.07K 0.06% 149
2023
Q2 		$194K Buy
1,796
+2
+0.1% +$216 0.07% 130
2023
Q1 		$197K Hold
1,794
– – 0.07% 125
2022
Q4 		$189K Sell
1,794
-116
-6% -$12.1K 0.08% 130
2022
Q3 		$196K Sell
1,910
-6
-0.3% -$661 0.09% 115
2022
Q2 		$211K Sell
1,916
-275
-13% -$31.1K 0.09% 111
2022
Q1 		$265K Sell
2,191
-87
-4% -$10.9K 0.1% 99
2021
Q4 		$302K Sell
2,278
-110
-5% -$14.6K 0.11% 91
2021
Q3 		$318K Hold
2,388
– – 0.12% 88
2021
Q2 		$321K Sell
2,388
-49
-2% -$6.46K 0.13% 90
2021
Q1 		$317K Sell
2,437
-501
-17% -$66.7K 0.16% 76
2020
Q4 		$406K Sell
2,938
-9
-0.3% -$1.23K 0.22% 58
2020
Q3 		$397K Sell
2,947
-4
-0.1% -$545 0.24% 54
2020
Q2 		$397K Sell
2,951
-162
-5% -$21.1K 0.26% 54
2020
Q1 		$384K Buy
3,113
+398
+15% +$50.7K 0.34% 48
2019
Q4 		$347K Sell
2,715
-598
-18% -$76.1K 0.26% 57
2019
Q3 		$422K Sell
3,313
-115
-3% -$14.5K 0.32% 50
2019
Q2 		$426K Sell
3,428
-502
-13% -$60.3K 0.34% 50
2019
Q1 		$468K Buy
+3,930
New +$455K 0.4% 46

Other funds holding LQD

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

TS Financial Group (TSFG)'s LQD Position: Q2 2026 in Review

TS Financial Group (TSFG) held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 549 shares worth $60K. The position accounts for 0.01% of the portfolio, ranked #341.

TS Financial Group (TSFG) first reported a position in LQD in Q1 2019 and has held it in 30 quarters since. The position peaked at $468K in Q1 2019. 418 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • TS Financial Group (TSFG) held 549 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $60K as of Q2 2026.
  • TS Financial Group (TSFG) left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #341 holding.
  • TS Financial Group (TSFG) first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2019 and has held it in 30 quarters since.
  • TS Financial Group (TSFG)'s iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $468K in Q1 2019.
  • 418 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.