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USA FINANCIAL FORMULAS’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

USA FINANCIAL FORMULAS’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 		$21.2M Buy
+194,203
New +$21.2M 3.88% 8

Other funds holding LQD

JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
NDSIB
North Dakota State Investment Board Bismarck, North Dakota $2.46B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

USA FINANCIAL FORMULAS's LQD Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026: 194,203 shares worth $21.2M. The stake represents 3.88% of the portfolio and ranks #8 among its holdings.

549 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • USA FINANCIAL FORMULAS held 194,203 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $21.2M as of Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF was a new USA FINANCIAL FORMULAS position in Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 3.88% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #8 holding.
  • 549 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.