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Global Wealth Strategies & Associates’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-37
Closed -$4.03K – 288
2026
Q1 		$4.03K Sell
37
-15
-29% -$1.65K ﹤0.01% 371
2025
Q4 		$5.73K Buy
+52
New +$5.78K ﹤0.01% 355
2024
Q2 		– Sell
-58
Closed -$6.32K – 353
2024
Q1 		$6.32K Buy
+58
New +$6.3K ﹤0.01% 206

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
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
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Global Wealth Strategies & Associates's LQD Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026, closing a stake of 37 shares — an estimated $4.03K sold.

Global Wealth Strategies & Associates first reported a position in LQD in Q1 2024 and held it in 3 quarters. The position peaked at $6.32K in Q1 2024. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 37 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $4.03K.
  • Global Wealth Strategies & Associates first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2024 and held it in 3 quarters.
  • Global Wealth Strategies & Associates's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $6.32K in Q1 2024.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.