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 Q2	$1.04M	Sell	9,559 -79	-0.8%	-$8.61K	0.17%	148
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

GWN Securities's LQD Position: Q2 2026 in Review

GWN Securities reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.82% in Q2 2026, selling an estimated $8.61K and leaving 9,559 shares worth $1.04M. The position accounts for 0.17% of the portfolio, ranked #148.

GWN Securities first reported a position in LQD in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.12M in Q1 2025. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

GWN Securities held 9,559 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.04M as of Q2 2026.
GWN Securities sold 79 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $8.61K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.17% of GWN Securities's portfolio in Q2 2026, its #148 holding.
GWN Securities first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
GWN Securities's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $9.12M in Q1 2025.
1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.