GWM
LQD icon

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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

GDS Wealth Management's LQD Position: Q1 2026 in Review

GDS Wealth Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 17% in Q1 2026, buying an estimated $15.8M and bringing the position to 994,088 shares worth $108M. The position accounts for 6.51% of the portfolio, ranked #1.

GDS Wealth Management first reported a position in LQD in Q4 2021 and has held it in 18 quarters since. 1,095 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • GDS Wealth Management held 994,088 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $108M as of Q1 2026.
  • GDS Wealth Management bought 142,967 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $15.8M.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 6.51% of GDS Wealth Management's portfolio in Q1 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 18 quarters since.
  • 1,095 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on GDS Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.