GC Wealth Management RIA’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

GC Wealth Management RIA’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	$1.25M	Sell	11,454 -514	-4%	-$56K	0.07%	195
2026 Q1	$1.3M	Buy	11,968 +2,194	+22%	+$242K	0.05%	202
2025 Q4	$1.08M	Sell	9,774 -1,138	-10%	-$127K	0.04%	229
2025 Q3	$1.22M	Sell	10,912 -579	-5%	-$63.6K	0.04%	282
2025 Q2	$1.26M	Sell	11,491 -32	-0.3%	-$3.43K	0.1%	174
2025 Q1	$1.25M	Sell	11,523 -499	-4%	-$53.8K	0.23%	93
2024 Q4	$1.28M	Sell	12,022 -1,148	-9%	-$126K	0.23%	92
2024 Q3	$1.49M	Buy	13,170 +17	+0.1%	+$1.88K	0.26%	81
2024 Q2	$1.41M	Sell	13,153 -402	-3%	-$42.9K	0.28%	74
2024 Q1	$1.48M	Buy	13,555 +89	+0.7%	+$9.67K	0.3%	68
2023 Q4	$1.49M	Buy	+13,466	New	+$1.4M	0.67%	36

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

GC Wealth Management RIA's LQD Position: Q2 2026 in Review

GC Wealth Management RIA reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 4.3% in Q2 2026, selling an estimated $56K and leaving 11,454 shares worth $1.25M. The position accounts for 0.07% of the portfolio, ranked #195.

GC Wealth Management RIA first reported a position in LQD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.49M in Q4 2023. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

GC Wealth Management RIA held 11,454 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.25M as of Q2 2026.
GC Wealth Management RIA sold 514 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $56K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.07% of GC Wealth Management RIA's portfolio in Q2 2026, its #195 holding.
GC Wealth Management RIA first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
GC Wealth Management RIA's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.49M in Q4 2023.
1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.