SFGLC
LQD icon

Stonebridge Financial Group, LLC/CA’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Stonebridge Financial Group, LLC/CA’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 		$310K Buy
+2,851
New +$311K 0.04% 218

Other funds holding LQD

BlackRock
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
N
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
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's LQD Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026: 2,851 shares worth $310K. The stake represents 0.04% of the portfolio and ranks #218 among its holdings.

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

  • Stonebridge Financial Group, LLC/CA held 2,851 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $310K as of Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.04% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #218 holding.
  • 939 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.