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Gallagher Capital Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Gallagher Capital Advisors’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 		$525K Sell
5,136
-328
-6% -$34.8K 0.28% 49
2026
Q2 		$596K Sell
5,464
-815
-13% -$88.8K 0.34% 47
2026
Q1 		$684K Buy
+6,279
New +$692K 0.46% 40

Other funds holding LQD

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return

Gallagher Capital Advisors's LQD Position: Q3 2026 in Review

Gallagher Capital Advisors reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 6% in Q3 2026, selling an estimated $34.8K and leaving 5,136 shares worth $525K. The position accounts for 0.28% of the portfolio, ranked #49.

Gallagher Capital Advisors first reported a position in LQD in Q1 2026 and has held it in 3 quarters since. The position peaked at $684K in Q1 2026. 64 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

  • Gallagher Capital Advisors held 5,136 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $525K as of Q3 2026.
  • Gallagher Capital Advisors sold 328 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $34.8K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.28% of Gallagher Capital Advisors's portfolio in Q3 2026, its #49 holding.
  • Gallagher Capital Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • Gallagher Capital Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $684K in Q1 2026.
  • 64 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Gallagher Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.