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NWF Advisory Services’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

NWF 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 		$254K Sell
2,329
-606
-21% -$66K 0.02% 343
2026
Q1 		$320K Buy
2,935
+3
+0.1% +$331 0.04% 283
2025
Q4 		$323K Buy
2,932
+5
+0.2% +$556 0.04% 272
2025
Q3 		$326K Buy
2,927
+273
+10% +$30K 0.04% 279
2025
Q2 		$291K Sell
2,654
-218
-8% -$23.4K 0.03% 299
2025
Q1 		$312K Buy
+2,872
New +$309K 0.04% 242

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
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
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

NWF Advisory Services's LQD Position: Q2 2026 in Review

NWF Advisory Services reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 21% in Q2 2026, selling an estimated $66K and leaving 2,329 shares worth $254K. The position accounts for 0.02% of the portfolio, ranked #343.

NWF Advisory Services first reported a position in LQD in Q1 2025 and has held it in 6 quarters since. The position peaked at $326K in Q3 2025. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • NWF Advisory Services held 2,329 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $254K as of Q2 2026.
  • NWF Advisory Services sold 606 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $66K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.02% of NWF Advisory Services's portfolio in Q2 2026, its #343 holding.
  • NWF Advisory Services first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • NWF Advisory Services's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $326K in Q3 2025.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.