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American Trust’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

American Trust’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 		$260K Buy
2,385
+70
+3% +$7.63K 0.02% 267
2026
Q1 		$252K Sell
2,315
-29
-1% -$3.2K 0.02% 263
2025
Q4 		$258K Buy
2,344
+20
+0.9% +$2.22K 0.02% 263
2025
Q3 		$259K Buy
2,324
+67
+3% +$7.37K 0.02% 264
2025
Q2 		$247K Buy
+2,257
New +$242K 0.02% 248
2025
Q1 		– Sell
-2,232
Closed -$238K – 221
2024
Q4 		$238K Buy
+2,232
New +$244K 0.02% 270
2023
Q3 		– Sell
-3,195
Closed -$346K – 363
2023
Q2 		$346K Buy
+3,195
New +$346K 0.02% 272
2023
Q1 		– Sell
-3,388
Closed -$357K – 470
2022
Q4 		$357K Buy
3,388
+272
+9% +$28.5K 0.03% 278
2022
Q3 		$319K Sell
3,116
-1,037
-25% -$114K 0.03% 282
2022
Q2 		$457K Sell
4,153
-996
-19% -$112K 0.04% 232
2022
Q1 		$623K Buy
+5,149
New +$642K 0.04% 207

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

American Trust's LQD Position: Q2 2026 in Review

American Trust increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 3% in Q2 2026, buying an estimated $7.63K and bringing the position to 2,385 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #267.

American Trust first reported a position in LQD in Q1 2022 and has held it in 11 quarters since. The position peaked at $623K in Q1 2022. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • American Trust held 2,385 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $260K as of Q2 2026.
  • American Trust bought 70 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $7.63K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.02% of American Trust's portfolio in Q2 2026, its #267 holding.
  • American Trust first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2022 and has held it in 11 quarters since.
  • American Trust's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $623K in Q1 2022.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on American Trust's 13F filing for Q2 2026, filed 14 Aug 2026.