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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
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

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JF
Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
AWMT
AAFMAA Wealth Management & Trust Fayetteville, North Carolina $286M AUM 19.57% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
VIS
Vertex Investment Solutions Chiyoda-Ku $148M AUM
TCM
Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

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

GK Wealth Management opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026: 4,878 shares worth $532K. The stake represents 0.28% of the portfolio and ranks #87 among its holdings. This is a return to the name: GK Wealth Management previously reported a position in LQD as recently as Q4 2025.

GK Wealth Management first reported a position in LQD in Q4 2024 and has held it in 6 quarters since. The position peaked at $757K in Q4 2024. 170 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • GK Wealth Management held 4,878 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $532K as of Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF was a new GK Wealth Management position in Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.28% of GK Wealth Management's portfolio in Q2 2026, its #87 holding.
  • GK Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • GK Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $757K in Q4 2024.
  • 170 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on GK Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.