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 +65,965	+51%	+$7.19M	3.88%	8
2026 Q1	$14M	Sell	128,238 -105,222	-45%	-$11.6M	2.63%	7
2025 Q4	$25.7M	Buy	233,460 +58,136	+33%	+$6.46M	4.68%	7
2025 Q3	$19.5M	Sell	175,324 -172,659	-50%	-$19M	3.44%	7
2025 Q2	$38.1M	Buy	347,983 +39,844	+13%	+$4.28M	6.51%	6
2025 Q1	$33.5M	Sell	308,139 -89,458	-22%	-$9.64M	5.53%	5
2024 Q4	$42.5M	Sell	397,597 -2,184	-0.5%	-$239K	6.67%	6
2024 Q3	$45.2M	Buy	399,781 +53,884	+16%	+$5.96M	7.02%	6
2024 Q2	$37.1M	Buy	345,897 +35,522	+11%	+$3.79M	6.01%	6
2024 Q1	$33.8M	Buy	310,375 +15,783	+5%	+$1.72M	5.48%	7
2023 Q4	$32.6M	Buy	294,592 +294,188	+72,819%	+$30.6M	5.7%	7
2023 Q3	$41.2K	Sell	404 -130	-24%	-$13.7K	0.06%	207
2023 Q2	$57.7K	Buy	534 +32	+6%	+$3.46K	0.09%	151
2023 Q1	$55K	Buy	+502	New	+$54.4K	0.09%	123
2022 Q3	$1.02M	Buy	9,943 +78	+0.8%	+$8.6K	1.61%	35
2022 Q2	$1.08M	Sell	9,865 -216	-2%	-$24.4K	1.36%	18
2022 Q1	$1.22M	Buy	10,081 +9,981	+9,981%	+$1.25M	1.3%	16
2021 Q4	$13K	Sell	100 -1	-1%	-$133	0.01%	183
2021 Q3	$13K	Buy	101 +18	+22%	+$2.43K	0.01%	239
2021 Q2	$11K	Hold	83	–	–	0.01%	239
2021 Q1	$11K	Buy	83 +3	+4%	+$399	0.01%	210
2020 Q4	$11K	Sell	80 -4,018	-98%	-$547K	0.01%	182
2020 Q3	$552K	Sell	4,098 -10,774	-72%	-$1.47M	0.42%	67
2020 Q2	$2M	Sell	14,872 -482	-3%	-$62.7K	1.49%	23
2020 Q1	$1.9M	Buy	+15,354	New	+$1.96M	1.21%	27
2019 Q4	–	Sell	-1,831	Closed	-$233K	–	278
2019 Q3	$233K	Sell	1,831 -721	-28%	-$90.8K	0.09%	121
2019 Q2	$304K	Buy	2,552 +940	+58%	+$113K	0.15%	80
2019 Q1	$192K	Sell	1,612 -2,369	-60%	-$274K	0.12%	89
2018 Q4	$458K	Buy	+3,981	New	+$448K	0.11%	135

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

USA Financial Formulas's LQD Position: Q2 2026 in Review

USA Financial Formulas increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 51% in Q2 2026, buying an estimated $7.19M and bringing the position to 194,203 shares worth $21.2M. The position accounts for 3.88% of the portfolio, ranked #8.

USA Financial Formulas first reported a position in LQD in Q4 2018 and has held it in 29 quarters since. The position peaked at $45.2M in Q3 2024. 1,115 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.
USA Financial Formulas bought 65,965 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $7.19M.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 3.88% of USA Financial Formulas's portfolio in Q2 2026, its #8 holding.
USA Financial Formulas first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2018 and has held it in 29 quarters since.
USA Financial Formulas's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $45.2M in Q3 2024.
1,115 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.