GWM
LQD icon

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

Gilpin 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
Q3 		$190K Sell
1,863
-224
-11% -$23.7K 0.13% 137
2026
Q2 		$228K Sell
2,087
-1
-0% -$109 0.16% 120
2026
Q1 		$228K Hold
2,088
– – 0.18% 108
2025
Q4 		$230K Buy
+2,088
New +$232K 0.18% 107

Other funds holding LQD

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
KGP
Keystone Global Partners Denver, Colorado $278M AUM 15.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

Gilpin Wealth Management's LQD Position: Q3 2026 in Review

Gilpin Wealth Management reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 11% in Q3 2026, selling an estimated $23.7K and leaving 1,863 shares worth $190K. The position accounts for 0.13% of the portfolio, ranked #137.

Gilpin Wealth Management first reported a position in LQD in Q4 2025 and has held it in 4 quarters since. The position peaked at $230K in Q4 2025. 68 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

  • Gilpin Wealth Management held 1,863 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $190K as of Q3 2026.
  • Gilpin Wealth Management sold 224 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $23.7K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.13% of Gilpin Wealth Management's portfolio in Q3 2026, its #137 holding.
  • Gilpin Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $230K in Q4 2025.
  • 68 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.