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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.94M Buy
36,157
+3,419
+10% +$373K 2.38% 18
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

Good Steward Wealth Advisors's LQD Position: Q2 2026 in Review

Good Steward Wealth Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 10% in Q2 2026, buying an estimated $373K and bringing the position to 36,157 shares worth $3.94M. The position accounts for 2.38% of the portfolio, ranked #18.

Good Steward Wealth Advisors first reported a position in LQD in Q2 2025 and has held it in 5 quarters since. 1,116 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Good Steward Wealth Advisors held 36,157 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $3.94M as of Q2 2026.
  • Good Steward Wealth Advisors bought 3,419 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $373K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 2.38% of Good Steward Wealth Advisors's portfolio in Q2 2026, its #18 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 5 quarters since.
  • 1,116 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Good Steward Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.