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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
Q1 		– Sell
-6,249
Closed -$689K – 103
2025
Q4 		$688K Buy
+6,249
New +$695K 0.26% 71

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N
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B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

PW Nova Financial Services's LQD Position: Q1 2026 in Review

PW Nova Financial Services sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2026, closing a stake of 6,249 shares — an estimated $689K sold.

PW Nova Financial Services first reported a position in LQD in Q4 2025 and held it in 1 quarter. The position peaked at $688K in Q4 2025. 1,096 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • PW Nova Financial Services reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • PW Nova Financial Services sold 6,249 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $689K.
  • PW Nova Financial Services first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2025 and held it in 1 quarter.
  • PW Nova Financial Services's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $688K in Q4 2025.
  • 1,096 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on PW Nova Financial Services's 13F filing for Q1 2026, filed 16 Apr 2026.