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

GDS Wealth Management’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 		$144M Buy
1,409,043
+219,917
+18% +$23.3M 6.43% 1
2026
Q2 		$130M Buy
1,189,126
+195,038
+20% +$21.3M 6.17% 1
2026
Q1 		$108M Buy
994,088
+142,967
+17% +$15.8M 6.51% 1
2025
Q4 		$93.8M Buy
851,121
+137,087
+19% +$15.2M 5.87% 1
2025
Q3 		$79.6M Buy
714,034
+91,167
+15% +$10M 5.25% 1
2025
Q2 		$68.3M Sell
622,867
-35,407
-5% -$3.8M 4.98% 1
2025
Q1 		$71.5M Buy
658,274
+61,949
+10% +$6.67M 6.1% 1
2024
Q4 		$63.7M Buy
596,325
+54,917
+10% +$6.01M 5.8% 1
2024
Q3 		$61.2M Buy
541,408
+53,674
+11% +$5.94M 5.96% 2
2024
Q2 		$52.2M Buy
487,734
+65,405
+15% +$6.98M 5.73% 1
2024
Q1 		$46M Buy
422,329
+60,570
+17% +$6.58M 5.39% 1
2023
Q4 		$40M Sell
361,759
-3,935
-1% -$410K 5.4% 2
2023
Q3 		$37.3M Buy
365,694
+8,089
+2% +$853K 5.87% 3
2023
Q2 		$38.7M Buy
357,605
+19,804
+6% +$2.14M 6.28% 3
2023
Q1 		$37M Buy
337,801
+108,114
+47% +$11.7M 6.54% 2
2022
Q4 		$24.2M Buy
229,687
+184,761
+411% +$19.3M 4.63% 3
2022
Q3 		$4.6M Buy
44,926
+20,908
+87% +$2.3M 1.02% 37
2022
Q2 		$2.64M Buy
24,018
+18,914
+371% +$2.14M 0.59% 44
2022
Q1 		$584K Buy
5,104
+440
+9% +$54.9K 0.13% 71
2021
Q4 		$618K Buy
+4,664
New +$620K 0.14% 69

Other funds holding LQD

Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
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
North Dakota State Investment Board
North Dakota State Investment Board Bismarck, North Dakota $2.55B AUM 30.23% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Towercrest Capital Management
Towercrest Capital Management Newtown, Pennsylvania $700M AUM 8.37% 1-Year Est. Return

GDS Wealth Management's LQD Position: Q3 2026 in Review

GDS Wealth Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 18% in Q3 2026, buying an estimated $23.3M and bringing the position to 1,409,043 shares worth $144M. The position accounts for 6.43% of the portfolio, ranked #1.

GDS Wealth Management first reported a position in LQD in Q4 2021 and has held it in 20 quarters since. 400 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

  • GDS Wealth Management held 1,409,043 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $144M as of Q3 2026.
  • GDS Wealth Management bought 219,917 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $23.3M.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 6.43% of GDS Wealth Management's portfolio in Q3 2026, its #1 holding.
  • GDS Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 20 quarters since.
  • 400 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on GDS Wealth Management's 13F filing for Q3 2026, filed 29 Oct 2026.