Good Steward Wealth Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Good Steward Wealth 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 Q1	$3.57M	Buy	32,738 +3,425	+12%	+$378K	2.29%	16
2025 Q4	$3.23M	Buy	29,313 +8,111	+38%	+$902K	2.13%	16
2025 Q3	$2.36M	Buy	21,202 +2,592	+14%	+$285K	1.63%	19
2025 Q2	$2.04M	Buy	+18,610	New	+$2M	1.6%	16

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Good Steward Wealth Advisors's LQD Position: Q1 2026 in Review

Good Steward Wealth Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 12% in Q1 2026, buying an estimated $378K and bringing the position to 32,738 shares worth $3.57M. The position accounts for 2.29% of the portfolio, ranked #16.

Good Steward Wealth Advisors first reported a position in LQD in Q2 2025 and has held it in 4 quarters since. 1,098 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

Good Steward Wealth Advisors held 32,738 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $3.57M as of Q1 2026.
Good Steward Wealth Advisors bought 3,425 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $378K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 2.29% of Good Steward Wealth Advisors's portfolio in Q1 2026, its #16 holding.
Good Steward Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2025 and has held it in 4 quarters since.
1,098 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Good Steward Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.