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

NBC 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	$3.42M	Sell	31,321 -1,541	-5%	-$168K	0.23%	104
2026 Q1	$3.58M	Buy	32,862 +707	+2%	+$77.9K	0.27%	86
2025 Q4	$3.54M	Sell	32,155 -471	-1%	-$52.4K	0.27%	80
2025 Q3	$3.64M	Sell	32,626 -137	-0.4%	-$15.1K	0.28%	79
2025 Q2	$3.59M	Sell	32,763 -1,089	-3%	-$117K	0.29%	70
2025 Q1	$3.68M	Buy	33,852 +33,817	+96,620%	+$3.64M	0.31%	70
2024 Q4	$3.8K	Sell	35 -40,219	-100%	-$4.4M	0.35%	58
2024 Q3	$4.55M	Sell	40,254 -2,133	-5%	-$236K	0.38%	41
2024 Q2	$4.54M	Buy	42,387 +789	+2%	+$84.2K	0.41%	37
2024 Q1	$4.53M	Sell	41,598 -482	-1%	-$52.4K	0.43%	37
2023 Q4	$4.66M	Sell	42,080 -1,446	-3%	-$151K	0.47%	32
2023 Q3	$4.44M	Buy	+43,526	New	+$4.59M	0.49%	32

Other funds holding LQD

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

AWMT

AAFMAA Wealth Management & Trust Fayetteville, North Carolina $286M AUM 19.57% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CAP

Cordoba Advisory Partners New York $472M AUM

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

HCM

HMS Capital Management Nashville, Tennessee $267M AUM 44.47% 1-Year Est. Return

NBC Securities's LQD Position: Q2 2026 in Review

NBC Securities reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 4.7% in Q2 2026, selling an estimated $168K and leaving 31,321 shares worth $3.42M. The position accounts for 0.23% of the portfolio, ranked #104.

NBC Securities first reported a position in LQD in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.66M in Q4 2023. 227 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

NBC Securities held 31,321 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $3.42M as of Q2 2026.
NBC Securities sold 1,541 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $168K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.23% of NBC Securities's portfolio in Q2 2026, its #104 holding.
NBC Securities first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
NBC Securities's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $4.66M in Q4 2023.
227 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.