Crown Wealth Group
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Crown Wealth Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Crown Wealth Group’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
Q3 		– Sell
-2,034
Closed -$222K – 157
2026
Q2 		$222K Buy
+2,034
New +$222K 0.06% 139

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LPL Financial
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National Mutual Insurance Federation of Agricultural Cooperatives
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State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
North Dakota State Investment Board
North Dakota State Investment Board Bismarck, North Dakota $2.55B AUM 30.23% 1-Year Est. Return
GDS Wealth Management
GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Crown Wealth Group's LQD Position: Q3 2026 in Review

Crown Wealth Group sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2026, closing a stake of 2,034 shares — an estimated $222K sold.

Crown Wealth Group first reported a position in LQD in Q2 2026 and held it in 1 quarter. The position peaked at $222K in Q2 2026. 595 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

  • Crown Wealth Group reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Crown Wealth Group sold 2,034 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $222K.
  • Crown Wealth Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2026 and held it in 1 quarter.
  • Crown Wealth Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $222K in Q2 2026.
  • 595 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.