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

GK 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	$290K	Sell	2,834 -2,044	-42%	-$217K	0.16%	118
2026 Q2	$532K	Buy	+4,878	New	+$532K	0.28%	87
2026 Q1	–	Sell	-5,694	Closed	-$627K	–	134
2025 Q4	$627K	Sell	5,694 -91	-2%	-$10.1K	0.42%	66
2025 Q3	$645K	Sell	5,785 -187	-3%	-$20.6K	0.47%	52
2025 Q2	$655K	Sell	5,972 -719	-11%	-$77.2K	0.59%	46
2025 Q1	$727K	Sell	6,691 -390	-6%	-$42K	0.83%	28
2024 Q4	$757K	Buy	+7,081	New	+$775K	0.96%	27

Other funds holding LQD

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Meiji Yasuda Life Insurance Tokyo, Japan $2.87B AUM 0.29% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.87B AUM 14.02% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

GK Wealth Management reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 42% in Q3 2026, selling an estimated $217K and leaving 2,834 shares worth $290K. The position accounts for 0.16% of the portfolio, ranked #118.

GK Wealth Management first reported a position in LQD in Q4 2024 and has held it in 7 quarters since. The position peaked at $757K in Q4 2024. 917 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

GK Wealth Management held 2,834 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $290K as of Q3 2026.
GK Wealth Management sold 2,044 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $217K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.16% of GK Wealth Management's portfolio in Q3 2026, its #118 holding.
GK Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
GK Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $757K in Q4 2024.
917 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

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