Vision Financial Markets’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Vision Financial Markets’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	$436K	Hold	4,000	–	–	0.38%	43
2026 Q1	$436K	Hold	4,000	–	–	0.43%	40
2025 Q4	$441K	Sell	4,000 -1,000	-20%	-$111K	0.45%	35
2025 Q3	$557K	Buy	5,000 +1,000	+25%	+$110K	0.48%	36
2025 Q2	$438K	Hold	4,000	–	–	0.41%	42
2025 Q1	$435K	Hold	4,000	–	–	0.47%	37
2024 Q4	$427K	Buy	+4,000	New	+$438K	0.46%	36

Other funds holding LQD

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

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 Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Vision Financial Markets's LQD Position: Q2 2026 in Review

Vision Financial Markets held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 4,000 shares worth $436K. The position accounts for 0.38% of the portfolio, ranked #43.

Vision Financial Markets first reported a position in LQD in Q4 2024 and has held it in 7 quarters since. The position peaked at $557K in Q3 2025. 392 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Vision Financial Markets held 4,000 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $436K as of Q2 2026.
Vision Financial Markets left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.38% of Vision Financial Markets's portfolio in Q2 2026, its #43 holding.
Vision Financial Markets first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Vision Financial Markets's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $557K in Q3 2025.
392 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.