GeoWealth Management
LQD icon

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
Q3 		$677K Sell
6,621
-5,126
-44% -$543K 0.02% 440
2026
Q2 		$1.28M Sell
11,747
-2,279
-16% -$248K 0.04% 265
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 		$1.2M 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 		$7.06M 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

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Meiji Yasuda Life Insurance
Meiji Yasuda Life Insurance Tokyo, Japan $2.87B AUM 0.29% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Allianz
Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.87B AUM 14.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

GeoWealth Management's LQD Position: Q3 2026 in Review

GeoWealth Management reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 44% in Q3 2026, selling an estimated $543K and leaving 6,621 shares worth $677K. The position accounts for 0.02% of the portfolio, ranked #440.

GeoWealth Management first reported a position in LQD in Q3 2019 and has held it in 28 quarters since. The position peaked at $10.6M in Q1 2021. 917 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

  • GeoWealth Management held 6,621 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $677K as of Q3 2026.
  • GeoWealth Management sold 5,126 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $543K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.02% of GeoWealth Management's portfolio in Q3 2026, its #440 holding.
  • GeoWealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2019 and has held it in 28 quarters since.
  • GeoWealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $10.6M in Q1 2021.
  • 917 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on GeoWealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.