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

Golden State 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 		$84.8K Buy
777
+192
+33% +$20.9K 0.01% 612
2026
Q1 		$63.8K Hold
585
– – 0.01% 624
2025
Q4 		$64.5K Sell
585
-98
-14% -$10.9K 0.01% 627
2025
Q3 		$76.2K Buy
683
+1
+0.1% +$110 0.01% 565
2025
Q2 		$74.8K Sell
682
-872
-56% -$93.6K 0.01% 556
2025
Q1 		$169K Sell
1,554
-425
-21% -$45.8K 0.03% 361
2024
Q4 		$211K Buy
+1,979
New +$217K 0.03% 315
2022
Q1 		$2.6M Sell
21,512
-8,015
-27% -$1,000K 0.51% 36
2021
Q4 		$3.91M Buy
29,527
+972
+3% +$129K 0.67% 28
2021
Q3 		$3.8M Buy
28,555
+1,549
+6% +$209K 0.83% 24
2021
Q2 		$3.63M Buy
27,006
+21,412
+383% +$2.82M 0.8% 25
2021
Q1 		$727K Sell
5,594
-3,798
-40% -$505K 0.24% 74
2020
Q4 		$1.3M Buy
9,392
+3,329
+55% +$453K 0.38% 53
2020
Q3 		$817K Buy
+6,063
New +$827K 0.27% 64
2020
Q2 		– Sell
-2,671
Closed -$330K – 599
2020
Q1 		$330K Sell
2,671
-33,730
-93% -$4.3M 0.15% 106
2019
Q4 		$4.66M Buy
36,401
+34,818
+2,199% +$4.43M 0.89% 14
2019
Q3 		$202K Buy
1,583
+158
+11% +$19.9K 0.07% 203
2019
Q2 		$177K Buy
1,425
+627
+79% +$75.3K 0.06% 240
2019
Q1 		$95K Buy
+798
New +$92.4K 0.03% 326

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

Golden State Wealth Management's LQD Position: Q2 2026 in Review

Golden State Wealth Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 33% in Q2 2026, buying an estimated $20.9K and bringing the position to 777 shares worth $84.8K. The position accounts for 0.01% of the portfolio, ranked #612.

Golden State Wealth Management first reported a position in LQD in Q1 2019 and has held it in 19 quarters since. The position peaked at $4.66M in Q4 2019. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Golden State Wealth Management held 777 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $84.8K as of Q2 2026.
  • Golden State Wealth Management bought 192 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $20.9K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #612 holding.
  • Golden State Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2019 and has held it in 19 quarters since.
  • Golden State Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $4.66M in Q4 2019.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.