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PW Nova Financial Services’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

PW Nova Financial 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 		$884K Buy
+8,107
New +$883K 0.19% 106
2026
Q1 		– Sell
-6,249
Closed -$689K – 103
2025
Q4 		$688K Buy
+6,249
New +$695K 0.26% 71

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

PW Nova Financial Services's LQD Position: Q2 2026 in Review

PW Nova Financial Services opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026: 8,107 shares worth $884K. The stake represents 0.19% of the portfolio and ranks #106 among its holdings. This is a return to the name: PW Nova Financial Services previously reported a position in LQD as recently as Q4 2025.

PW Nova Financial Services first reported a position in LQD in Q4 2025 and has held it in 2 quarters since. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • PW Nova Financial Services held 8,107 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $884K as of Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF was a new PW Nova Financial Services position in Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.19% of PW Nova Financial Services's portfolio in Q2 2026, its #106 holding.
  • PW Nova Financial Services first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on PW Nova Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.