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Kestra Private Wealth Services’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Kestra Private Wealth Services’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 		$7.68M Sell
70,432
-3,296
-4% -$363K 0.09% 237
2025
Q4 		$8.12M Buy
73,728
+1,492
+2% +$166K 0.1% 222
2025
Q3 		$8.05M Buy
72,236
+853
+1% +$93.8K 0.11% 217
2025
Q2 		$7.82M Buy
71,383
+2,697
+4% +$289K 0.11% 208
2025
Q1 		$7.47M Buy
68,686
+524
+0.8% +$56.5K 0.12% 186
2024
Q4 		$7.28M Buy
68,162
+10,325
+18% +$1.13M 0.12% 184
2024
Q3 		$6.53M Sell
57,837
-22,493
-28% -$2.49M 0.12% 189
2024
Q2 		$8.6M Buy
80,330
+32,499
+68% +$3.47M 0.17% 131
2024
Q1 		$5.21M Sell
47,831
-476
-1% -$51.7K 0.12% 195
2023
Q4 		$5.35M Buy
48,307
+13,648
+39% +$1.42M 0.14% 181
2023
Q3 		$3.54M Buy
34,659
+4,457
+15% +$470K 0.11% 208
2023
Q2 		$3.27M Buy
30,202
+13,925
+86% +$1.51M 0.11% 205
2023
Q1 		$1.78M Buy
16,277
+7,834
+93% +$848K 0.07% 290
2022
Q4 		$890K Buy
8,443
+3,805
+82% +$398K 0.05% 393
2022
Q3 		$475K Sell
4,638
-1,352
-23% -$149K 0.03% 506
2022
Q2 		$659K Sell
5,990
-2,626
-30% -$297K 0.04% 428
2022
Q1 		$1.04M Sell
8,616
-1,254
-13% -$156K 0.05% 370
2021
Q4 		$1.31M Sell
9,870
-240
-2% -$31.9K 0.06% 319
2021
Q3 		$1.34M Sell
10,110
-49
-0.5% -$6.62K 0.08% 289
2021
Q2 		$1.36M Buy
10,159
+172
+2% +$22.7K 0.08% 265
2021
Q1 		$1.3M Sell
9,987
-440
-4% -$58.5K 0.09% 240
2020
Q4 		$1.44M Sell
10,427
-10,950
-51% -$1.49M 0.11% 205
2020
Q3 		$2.88M Buy
+21,377
New +$2.91M 0.25% 96

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

Kestra Private Wealth Services's LQD Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 4.5% in Q1 2026, selling an estimated $363K and leaving 70,432 shares worth $7.68M. The position accounts for 0.09% of the portfolio, ranked #237.

Kestra Private Wealth Services first reported a position in LQD in Q3 2020 and has held it in 23 quarters since. The position peaked at $8.6M in Q2 2024. 1,096 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Kestra Private Wealth Services held 70,432 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $7.68M as of Q1 2026.
  • Kestra Private Wealth Services sold 3,296 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $363K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.09% of Kestra Private Wealth Services's portfolio in Q1 2026, its #237 holding.
  • Kestra Private Wealth Services first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $8.6M in Q2 2024.
  • 1,096 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.