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 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 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

NWF Advisory Services's LQD Position: Q1 2026 in Review

NWF Advisory Services increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.1% in Q1 2026, buying an estimated $331 and bringing the position to 2,935 shares worth $320K. The position accounts for 0.04% of the portfolio, ranked #283.

NWF Advisory Services first reported a position in LQD in Q1 2025 and has held it in 5 quarters since. The position peaked at $326K in Q3 2025. 1,096 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

NWF Advisory Services held 2,935 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $320K as of Q1 2026.
NWF Advisory Services bought 3 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $331.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.04% of NWF Advisory Services's portfolio in Q1 2026, its #283 holding.
NWF Advisory Services first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2025 and has held it in 5 quarters since.
NWF Advisory Services's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $326K in Q3 2025.
1,096 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.