We are live on ! Find out more
LQD icon

iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
626
Berger Financial Group
Minnesota
$675K -$37.3K -337 -5%
AFC
627
Adaptive Financial Consulting
Ohio
$665K +$6.97K +63 +1%
AFS
628
AFG Fiduciary Services
Massachusetts
$665K +$664K +6,000 New
VCM
629
Virtue Capital Management
Tennessee
$659K -$605K -5,473 -48%
PWG
630
Portside Wealth Group
Utah
$659K +$645K +5,834 New
TCA
631
Transcend Capital Advisors
New Jersey
$655K -$19K -172 -3%
TWCA
632
Two West Capital Advisors
Kansas
$652K -$77.1K -697 -11%
LWM
633
Liberty Wealth Management
California
$652K -$2.42M -21,829 -79%
CAM
634
Cresset Asset Management
Illinois
$651K +$311K +2,815 +95%
SVWG
635
Shared Vision Wealth Group
United States
$650K -$8.41K -76 -1%
KC
636
Kepos Capital
New York
$644K +$177K +1,600 +39%
GIA
637
Gladstone Institutional Advisory
Florida
$642K -$5.2K -47 -0.8%
4WM
638
4J Wealth Management
Virginia
$639K +$625K +5,653 New
APP
639
Avantax Planning Partners
Iowa
$638K -$2.43K -22 -0.4%
FWM
640
Fonville Wealth Management
Virginia
$628K +$774 +7 +0.1%
CWG
641
Cornerstone Wealth Group
North Carolina
$626K -$154K -1,393 -20%
RA
642
Rockingstone Advisors
Massachusetts
$622K -$9.96K -90 -2%
CFD
643
Creative Financial Designs
Indiana
$622K +$10.8K +98 +2%
DWP
644
Daymark Wealth Partners
Ohio
$621K -$46K -416 -7%
FPCP
645
Fort Point Capital Partners
California
$619K -$25.6K -231 -4%
SC
646
Sierra Capital
Florida
$616K – – –
SC
647
Summa Corp
Texas
$616K – – –
CHA
648
Carmichael Hill & Associates
Maryland
$613K +$2.77K +25 +0.5%
BAM
649
Belpointe Asset Management
Nevada
$607K +$99.6K +900 +20%
SG
650
Sharper & Granite
California
$601K -$95.1K -860 -14%
24 25
26
27 28