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 Q3	$274K	Buy	2,686 +357	+15%	+$37.8K	0.03%	324
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

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Towercrest Capital Management Newtown, Pennsylvania $700M AUM 8.37% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Summit Financial Consulting Sterling Heights, Michigan $136M AUM 9.85% 1-Year Est. Return

AAFMAA Wealth Management & Trust Fayetteville, North Carolina $291M AUM 14.48% 1-Year Est. Return

Vision Capital Management Portland, Oregon $882M AUM 19.09% 1-Year Est. Return

NWF Advisory Services's LQD Position: Q3 2026 in Review

NWF Advisory Services increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 15% in Q3 2026, buying an estimated $37.8K and bringing the position to 2,686 shares worth $274K. The position accounts for 0.03% of the portfolio, ranked #324.

NWF Advisory Services first reported a position in LQD in Q1 2025 and has held it in 7 quarters since. The position peaked at $326K in Q3 2025. 279 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

NWF Advisory Services held 2,686 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $274K as of Q3 2026.
NWF Advisory Services bought 357 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $37.8K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.03% of NWF Advisory Services's portfolio in Q3 2026, its #324 holding.
NWF Advisory Services first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2025 and has held it in 7 quarters since.
NWF Advisory Services's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $326K in Q3 2025.
279 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.