RAFFA WEALTH MANAGEMENT, LLC’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$99.2K	Hold	910	–	–	0.01%	127
2026 Q1	$99.1K	Hold	910	–	–	0.02%	114
2025 Q4	$100K	Hold	910	–	–	0.02%	117
2025 Q3	$101K	Hold	910	–	–	0.02%	113
2025 Q2	$99.7K	Sell	910 -90	-9%	-$9.66K	0.02%	127
2025 Q1	$109K	Hold	1,000	–	–	0.02%	107
2024 Q4	$107K	Buy	1,000 +90	+10%	+$9.85K	0.02%	109
2024 Q3	$103K	Hold	910	–	–	0.02%	107
2024 Q2	$97.4K	Hold	910	–	–	0.03%	146
2024 Q1	$99.1K	Buy	+910	New	+$98.9K	0.03%	149
2023 Q3	$92.8K	Buy	+910	New	+$96K	0.03%	96
2022 Q4	$95.9K	Buy	910 +6	+0.7%	+$628	0.04%	89
2022 Q3	$92.6K	Buy	+904	New	+$99.6K	0.04%	91
2021 Q4	$118K	Buy	+887	New	+$118K	0.04%	80

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

AWMT

AAFMAA Wealth Management & Trust Fayetteville, North Carolina $286M AUM 19.57% 1-Year Est. Return

AIMC

Alley Investment Management Company Lake Forest, Illinois $856M AUM 15.11% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's LQD Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 910 shares worth $99.2K. The position accounts for 0.01% of the portfolio, ranked #127.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in LQD in Q4 2021 and has held it in 14 quarters since. The position peaked at $118K in Q4 2021. 347 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 910 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $99.2K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC 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 RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #127 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 14 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $118K in Q4 2021.
347 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.