Gladwyn Financial Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Gladwyn Financial Advisors’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	$2.61M	Buy	23,888 +1,526	+7%	+$166K	1.63%	22
2026 Q1	$2.44M	Buy	22,362 +569	+3%	+$62.7K	1.7%	20
2025 Q4	$2.4M	Buy	21,793 +686	+3%	+$76.3K	1.69%	22
2025 Q3	$2.35M	Buy	21,107 +941	+5%	+$103K	1.69%	22
2025 Q2	$2.21M	Buy	+20,166	New	+$2.16M	1.71%	20

Other funds holding LQD

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

AWMT

AAFMAA Wealth Management & Trust Fayetteville, North Carolina $286M AUM 19.57% 1-Year Est. Return

AIMC

Alley Investment Management Company Lake Forest, Illinois $856M AUM 15.11% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Gladwyn Financial Advisors's LQD Position: Q2 2026 in Review

Gladwyn Financial Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 6.8% in Q2 2026, buying an estimated $166K and bringing the position to 23,888 shares worth $2.61M. The position accounts for 1.63% of the portfolio, ranked #22.

Gladwyn Financial Advisors first reported a position in LQD in Q2 2025 and has held it in 5 quarters since. 324 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Gladwyn Financial Advisors held 23,888 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $2.61M as of Q2 2026.
Gladwyn Financial Advisors bought 1,526 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $166K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 1.63% of Gladwyn Financial Advisors's portfolio in Q2 2026, its #22 holding.
Gladwyn Financial Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
324 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Gladwyn Financial Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.