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

Gerber Kawasaki Wealth & Investment 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 		$1.12M Buy
10,287
+699
+7% +$76.2K 0.03% 167
2026
Q1 		$1.05M Buy
9,588
+709
+8% +$78.2K 0.03% 160
2025
Q4 		$978K Buy
+8,879
New +$987K 0.03% 163
2025
Q3 		– Sell
-6,382
Closed -$700K – 335
2025
Q2 		$700K Buy
6,382
+1,486
+30% +$159K 0.03% 172
2025
Q1 		$532K Buy
4,896
+1,059
+28% +$114K 0.02% 186
2024
Q4 		$410K Buy
3,837
+48
+1% +$5.25K 0.02% 204
2024
Q3 		$428K Buy
3,789
+317
+9% +$35.1K 0.02% 196
2024
Q2 		$372K Buy
3,472
+248
+8% +$26.5K 0.02% 202
2024
Q1 		$351K Buy
3,224
+1,224
+61% +$133K 0.02% 205
2023
Q4 		$221K Buy
+2,000
New +$208K 0.01% 241
2022
Q2 		– Sell
-10,634
Closed -$824K – 256
2022
Q1 		$824K Sell
10,634
-737
-6% -$91.9K 0.07% 126
2021
Q4 		$919K Buy
11,371
+11,362
+126,244% +$1.51M 0.07% 119
2021
Q3 		$9K Buy
+9
New +$1.22K ﹤0.01% 659

Other funds holding LQD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
N
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
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's LQD Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 7.3% in Q2 2026, buying an estimated $76.2K and bringing the position to 10,287 shares worth $1.12M. The position accounts for 0.03% of the portfolio, ranked #167.

Gerber Kawasaki Wealth & Investment Management first reported a position in LQD in Q3 2021 and has held it in 13 quarters since. 803 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 10,287 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.12M as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management bought 699 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $76.2K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.03% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #167 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2021 and has held it in 13 quarters since.
  • 803 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.