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NVWM LLC’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

NVWM LLC’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
Q3 		$8.31M Buy
81,366
+738
+0.9% +$78.2K 1.56% 13
2026
Q2 		$8.79M Buy
80,628
+5,530
+7% +$603K 1.77% 10
2026
Q1 		$8.18M Sell
75,098
-1,558
-2% -$172K 1.82% 10
2025
Q4 		$8.45M Buy
76,656
+3,588
+5% +$399K 1.84% 10
2025
Q3 		$8.14M Buy
73,068
+3,333
+5% +$366K 1.83% 10
2025
Q2 		$7.64M Buy
69,735
+8,908
+15% +$956K 1.85% 10
2025
Q1 		$6.61M Buy
60,827
+2,481
+4% +$267K 1.76% 11
2024
Q4 		$6.23M Buy
58,346
+20
+0% +$2.19K 1.57% 10
2024
Q3 		$6.59M Sell
58,326
-2,186
-4% -$242K 1.68% 10
2024
Q2 		$6.48M Buy
60,512
+1,070
+2% +$114K 1.73% 8
2024
Q1 		$6.47M Buy
59,442
+273
+0.5% +$29.7K 1.78% 8
2023
Q4 		$6.55M Sell
59,169
-592
-1% -$61.6K 1.96% 7
2023
Q3 		$6.1M Buy
59,761
+2,904
+5% +$306K 1.99% 7
2023
Q2 		$6.15M Buy
56,857
+2,746
+5% +$297K 2% 7
2023
Q1 		$5.93M Buy
54,111
+47,003
+661% +$5.09M 1.99% 8
2022
Q4 		$749K Buy
+7,108
New +$744K 0.27% 112
2022
Q3 		– Sell
-47
Closed -$5K – 468
2022
Q2 		$5K Hold
47
– – ﹤0.01% 384
2022
Q1 		$6K Hold
47
– – ﹤0.01% 414
2021
Q4 		$6K Hold
47
– – ﹤0.01% 423
2021
Q3 		$6K Hold
47
– – ﹤0.01% 400
2021
Q2 		$6K Hold
47
– – ﹤0.01% 363
2021
Q1 		$6K Hold
47
– – ﹤0.01% 344
2020
Q4 		$6K Hold
47
– – ﹤0.01% 314
2020
Q3 		$6K Buy
+47
New +$6.41K ﹤0.01% 293
2019
Q4 		– Sell
-4,624
Closed -$589K – 336
2019
Q3 		$589K Buy
+4,624
New +$582K 0.36% 103
2018
Q1 		– Sell
-78
Closed -$9K – 344
2017
Q4 		$9K Buy
+78
New +$9.44K 0.01% 250

Other funds holding LQD

Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
SFC
Summit Financial Consulting Sterling Heights, Michigan $136M AUM 9.85% 1-Year Est. Return
AWMT
AAFMAA Wealth Management & Trust Fayetteville, North Carolina $291M AUM 14.48% 1-Year Est. Return
Vision Capital Management
Vision Capital Management Portland, Oregon $882M AUM 19.09% 1-Year Est. Return
CAP
Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return
Twele Capital Management
Twele Capital Management Minnetonka, Minnesota $605M AUM 5.95% 1-Year Est. Return

NVWM LLC's LQD Position: Q3 2026 in Review

NVWM LLC increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.92% in Q3 2026, buying an estimated $78.2K and bringing the position to 81,366 shares worth $8.31M. The position accounts for 1.56% of the portfolio, ranked #13.

NVWM LLC first reported a position in LQD in Q4 2017 and has held it in 26 quarters since. The position peaked at $8.79M in Q2 2026. 187 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

  • NVWM LLC held 81,366 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $8.31M as of Q3 2026.
  • NVWM LLC bought 738 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $78.2K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 1.56% of NVWM LLC's portfolio in Q3 2026, its #13 holding.
  • NVWM LLC first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 26 quarters since.
  • NVWM LLC's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $8.79M in Q2 2026.
  • 187 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on NVWM LLC's 13F filing for Q3 2026, filed 14 Oct 2026.