N.E.W. Advisory Services’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

N.E.W. Advisory 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 Q2	$73.6K	Hold	675	–	–	﹤0.01%	324
2026 Q1	$73.5K	Hold	675	–	–	0.01%	317
2025 Q4	$74.4K	Hold	675	–	–	0.01%	316
2025 Q3	$75.2K	Hold	675	–	–	0.01%	275
2025 Q2	$74K	Sell	675 -28	-4%	-$3K	0.01%	270
2025 Q1	$76.4K	Buy	+703	New	+$75.7K	0.01%	308
2023 Q3	–	Sell	-1,999	Closed	-$216K	–	152
2023 Q2	$216K	Sell	1,999 -218	-10%	-$23.6K	0.03%	126
2023 Q1	$243K	Hold	2,217	–	–	0.04%	119
2022 Q4	$234K	Sell	2,217 -1,703	-43%	-$178K	0.04%	121
2022 Q3	$402K	Sell	3,920 -51	-1%	-$5.62K	0.07%	79
2022 Q2	$437K	Sell	3,971 -5,359	-57%	-$605K	0.08%	78
2022 Q1	$1.21M	Buy	9,330 +4,463	+92%	+$557K	0.23%	46
2021 Q4	$645K	Sell	4,867 -695	-12%	-$92.4K	0.1%	69
2021 Q3	$740K	Sell	5,562 -682	-11%	-$92.2K	0.12%	68
2021 Q2	$834K	Sell	6,244 -3,086	-33%	-$407K	0.14%	64
2021 Q1	$1.22M	Sell	9,330 -3,354	-26%	-$446K	0.23%	47
2020 Q4	$1.75M	Buy	+12,684	New	+$1.73M	0.37%	40

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

N.E.W. Advisory Services's LQD Position: Q2 2026 in Review

N.E.W. Advisory Services held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 675 shares worth $73.6K. The position accounts for ﹤0.01% of the portfolio, ranked #324.

N.E.W. Advisory Services first reported a position in LQD in Q4 2020 and has held it in 17 quarters since. The position peaked at $1.75M in Q4 2020. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

N.E.W. Advisory Services held 675 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $73.6K as of Q2 2026.
N.E.W. Advisory Services left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #324 holding.
N.E.W. Advisory Services first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 17 quarters since.
N.E.W. Advisory Services's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.75M in Q4 2020.
1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.