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 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

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

Gilpin Wealth Management's LQD Position: Q2 2026 in Review

Gilpin Wealth Management reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.05% in Q2 2026, selling an estimated $109 and leaving 2,087 shares worth $228K. The position accounts for 0.16% of the portfolio, ranked #120.

Gilpin Wealth Management first reported a position in LQD in Q4 2025 and has held it in 3 quarters since. The position peaked at $230K in Q4 2025. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Gilpin Wealth Management held 2,087 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $228K as of Q2 2026.
Gilpin Wealth Management sold 1 iShares iBoxx $ Investment Grade Corporate Bond ETF share in Q2 2026, an estimated $109.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.16% of Gilpin Wealth Management's portfolio in Q2 2026, its #120 holding.
Gilpin Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
Gilpin Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $230K in Q4 2025.
1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.