Gateway Wealth Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Gateway Wealth Partners’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	$968K	Sell	8,879 -247	-3%	-$26.9K	0.06%	311
2026 Q1	$995K	Buy	+9,126	New	+$1.01M	0.04%	373
2025 Q2	–	Sell	-2,853	Closed	-$310K	–	371
2025 Q1	$310K	Buy	2,853 +14	+0.5%	+$1.51K	0.07%	245
2024 Q4	$303K	Buy	2,839 +323	+13%	+$35.3K	0.08%	230
2024 Q3	$284K	Buy	2,516 +486	+24%	+$53.8K	0.08%	220
2024 Q2	$217K	Sell	2,030 -2,042	-50%	-$218K	0.07%	246
2024 Q1	$444K	Sell	4,072 -2,706	-40%	-$294K	0.16%	129
2023 Q4	$750K	Buy	6,778 +2,349	+53%	+$245K	0.3%	78
2023 Q3	$452K	Buy	+4,429	New	+$467K	0.08%	137

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Gateway Wealth Partners's LQD Position: Q2 2026 in Review

Gateway Wealth Partners reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 2.7% in Q2 2026, selling an estimated $26.9K and leaving 8,879 shares worth $968K. The position accounts for 0.06% of the portfolio, ranked #311.

Gateway Wealth Partners first reported a position in LQD in Q3 2023 and has held it in 9 quarters since. The position peaked at $995K in Q1 2026. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Gateway Wealth Partners held 8,879 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $968K as of Q2 2026.
Gateway Wealth Partners sold 247 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $26.9K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.06% of Gateway Wealth Partners's portfolio in Q2 2026, its #311 holding.
Gateway Wealth Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2023 and has held it in 9 quarters since.
Gateway Wealth Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $995K in Q1 2026.
1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.