National Wealth Management Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

National Wealth Management Group’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	–	Sell	-2,511	Closed	-$277K	–	239
2025 Q4	$277K	Buy	+2,511	New	+$279K	0.1%	191
2023 Q2	–	Sell	-1,870	Closed	-$203K	–	158
2023 Q1	$203K	Buy	+1,870	New	+$202K	0.23%	128
2022 Q3	–	Sell	-6,273	Closed	-$690K	–	146
2022 Q2	$690K	Sell	6,273 -683	-10%	-$77.1K	0.87%	27
2022 Q1	$841K	Buy	6,956 +744	+12%	+$92.8K	0.81%	36
2021 Q4	$823K	Buy	+6,212	New	+$826K	0.77%	40

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

National Wealth Management Group's LQD Position: Q1 2026 in Review

National Wealth Management Group sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2026, closing a stake of 2,511 shares — an estimated $277K sold.

National Wealth Management Group first reported a position in LQD in Q4 2021 and held it in 5 quarters. The position peaked at $841K in Q1 2022. 1,096 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

National Wealth Management Group reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
National Wealth Management Group sold 2,511 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $277K.
National Wealth Management Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and held it in 5 quarters.
National Wealth Management Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $841K in Q1 2022.
1,096 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on National Wealth Management Group's 13F filing for Q1 2026, filed 11 May 2026.