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AlTi Global’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

AlTi Global’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 		$1.7M Buy
15,584
+3,364
+28% +$367K 0.04% 199
2026
Q1 		$1.33M Hold
12,220
– – 0.03% 199
2025
Q4 		$1.35M Hold
12,220
– – 0.03% 199
2025
Q3 		$1.36M Sell
12,220
-51
-0.4% -$5.61K 0.03% 205
2025
Q2 		$1.34M Buy
+12,271
New +$1.32M 0.03% 200

Other funds holding LQD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

AlTi Global's LQD Position: Q2 2026 in Review

AlTi Global increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 28% in Q2 2026, buying an estimated $367K and bringing the position to 15,584 shares worth $1.7M. The position accounts for 0.04% of the portfolio, ranked #199.

AlTi Global first reported a position in LQD in Q2 2025 and has held it in 5 quarters since. 702 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • AlTi Global held 15,584 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.7M as of Q2 2026.
  • AlTi Global bought 3,364 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $367K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.04% of AlTi Global's portfolio in Q2 2026, its #199 holding.
  • AlTi Global first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 702 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.