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

GeoWealth 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 		$1.53M Buy
14,026
+3,872
+38% +$427K 0.06% 202
2025
Q4 		$1.12M Buy
10,154
+65
+0.6% +$7.23K 0.04% 246
2025
Q3 		$1.12M Buy
10,089
+1,520
+18% +$167K 0.04% 274
2025
Q2 		$939K Buy
8,569
+119
+1% +$12.8K 0.04% 271
2025
Q1 		$918K Sell
8,450
-1,109
-12% -$119K 0.04% 290
2024
Q4 		$1.02M Sell
9,559
-479
-5% -$52.4K 0.03% 293
2024
Q3 		$1.13M Buy
10,038
+5,913
+143% +$654K 0.04% 276
2024
Q2 		$442K Sell
4,125
-1,244
-23% -$133K 0.02% 465
2024
Q1 		$585K Sell
5,369
-5,506
-51% -$598K 0.02% 401
2023
Q4 		$1.21M Buy
10,875
+8,418
+343% +$877K 0.1% 189
2023
Q3 		$250K Sell
2,457
-4,820
-66% -$508K 0.03% 259
2023
Q2 		$786K Buy
7,277
+5,321
+272% +$575K 0.08% 133
2023
Q1 		$214K Sell
1,956
-223
-10% -$24.1K 0.03% 204
2022
Q4 		$230K Buy
2,179
+280
+15% +$29.3K 0.02% 229
2022
Q3 		$194K Sell
1,899
-429
-18% -$47.3K 0.02% 242
2022
Q2 		$256K Sell
2,328
-1,010
-30% -$114K 0.03% 221
2022
Q1 		$404K Sell
3,338
-903
-21% -$113K 0.04% 230
2021
Q4 		$562K Sell
4,241
-48,797
-92% -$6.49M 0.05% 195
2021
Q3 		$7.05M Sell
53,038
-22,202
-30% -$3M 0.58% 53
2021
Q2 		$10.1M Sell
75,240
-6,475
-8% -$854K 1.28% 17
2021
Q1 		$10.6M Buy
81,715
+23,156
+40% +$3.08M 1.66% 11
2020
Q4 		$8.1M Sell
58,559
-3,243
-5% -$442K 1.3% 18
2020
Q3 		$8.31M Sell
61,802
-7,372
-11% -$1.01M 2.51% 6
2020
Q2 		$9.3M Buy
+69,174
New +$9M 3.85% 1
2020
Q1 		– Sell
-2,059
Closed -$263K – 110
2019
Q4 		$263K Sell
2,059
-4,601
-69% -$586K 0.14% 81
2019
Q3 		$849K Buy
+6,660
New +$839K 0.19% 74

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

GeoWealth Management's LQD Position: Q1 2026 in Review

GeoWealth Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 38% in Q1 2026, buying an estimated $427K and bringing the position to 14,026 shares worth $1.53M. The position accounts for 0.06% of the portfolio, ranked #202.

GeoWealth Management first reported a position in LQD in Q3 2019 and has held it in 26 quarters since. The position peaked at $10.6M in Q1 2021. 1,095 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • GeoWealth Management held 14,026 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.53M as of Q1 2026.
  • GeoWealth Management bought 3,872 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $427K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.06% of GeoWealth Management's portfolio in Q1 2026, its #202 holding.
  • GeoWealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2019 and has held it in 26 quarters since.
  • GeoWealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $10.6M in Q1 2021.
  • 1,095 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.