PW Nova Financial Services
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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
Q3 		$1.26M Buy
12,291
+4,184
+52% +$443K 0.26% 86
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

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Meiji Yasuda Life Insurance
Meiji Yasuda Life Insurance Tokyo, Japan $2.87B AUM 0.29% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Allianz
Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.87B AUM 14.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

PW Nova Financial Services's LQD Position: Q3 2026 in Review

PW Nova Financial Services increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 52% in Q3 2026, buying an estimated $443K and bringing the position to 12,291 shares worth $1.26M. The position accounts for 0.26% of the portfolio, ranked #86.

PW Nova Financial Services first reported a position in LQD in Q4 2025 and has held it in 3 quarters since. 917 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

  • PW Nova Financial Services held 12,291 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.26M as of Q3 2026.
  • PW Nova Financial Services bought 4,184 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $443K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.26% of PW Nova Financial Services's portfolio in Q3 2026, its #86 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 3 quarters since.
  • 917 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on PW Nova Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.