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 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	$1.21M	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 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

GeoWealth Management's LQD Position: Q2 2026 in Review

GeoWealth Management reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 16% in Q2 2026, selling an estimated $248K and leaving 11,747 shares worth $1.28M. The position accounts for 0.04% of the portfolio, ranked #265.

GeoWealth Management first reported a position in LQD in Q3 2019 and has held it in 27 quarters since. The position peaked at $10.6M in Q1 2021. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

GeoWealth Management held 11,747 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.28M as of Q2 2026.
GeoWealth Management sold 2,279 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $248K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.04% of GeoWealth Management's portfolio in Q2 2026, its #265 holding.
GeoWealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2019 and has held it in 27 quarters since.
GeoWealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $10.6M in Q1 2021.
1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.