GS
LQD icon

GWN Securities’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

GWN Securities’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 		$1.05M Sell
9,638
-670
-6% -$73.9K 0.2% 123
2025
Q4 		$1.14M Buy
10,308
+567
+6% +$63K 0.23% 112
2025
Q3 		$1.09M Sell
9,741
-644
-6% -$70.8K 0.25% 99
2025
Q2 		$1.14M Sell
10,385
-75,067
-88% -$8.06M 0.21% 108
2025
Q1 		$9.12M Buy
85,452
+71,858
+529% +$7.74M 0.51% 40
2024
Q4 		$1.45M Buy
+13,594
New +$1.49M 0.39% 61

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

GWN Securities's LQD Position: Q1 2026 in Review

GWN Securities reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 6.5% in Q1 2026, selling an estimated $73.9K and leaving 9,638 shares worth $1.05M. The position accounts for 0.2% of the portfolio, ranked #123.

GWN Securities first reported a position in LQD in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.12M in Q1 2025. 1,095 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • GWN Securities held 9,638 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.05M as of Q1 2026.
  • GWN Securities sold 670 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $73.9K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.2% of GWN Securities's portfolio in Q1 2026, its #123 holding.
  • GWN Securities first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • GWN Securities's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $9.12M in Q1 2025.
  • 1,095 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on GWN Securities's 13F filing for Q1 2026, filed 15 May 2026.