AMG National Trust Bank
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AMG National Trust Bank’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

AMG National Trust Bank’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 		$3.07M Sell
28,133
-3,246
-10% -$354K 0.06% 149
2026
Q1 		$3.42M Buy
31,379
+1,821
+6% +$201K 0.07% 161
2025
Q4 		$3.26M Buy
29,558
+704
+2% +$78.3K 0.08% 149
2025
Q3 		$3.22M Sell
28,854
-1,355
-4% -$149K 0.08% 150
2025
Q2 		$3.31M Sell
30,209
-4,495
-13% -$482K 0.09% 136
2025
Q1 		$3.77M Sell
34,704
-325
-0.9% -$35K 0.11% 121
2024
Q4 		$3.74M Buy
35,029
+1,590
+5% +$174K 0.1% 121
2024
Q3 		$3.78M Sell
33,439
-4,899
-13% -$542K 0.1% 129
2024
Q2 		$4.11M Buy
38,338
+5,118
+15% +$546K 0.11% 126
2024
Q1 		$3.62M Sell
33,220
-75
-0.2% -$8.15K 0.11% 126
2023
Q4 		$3.68M Sell
33,295
-431
-1% -$44.9K 0.12% 123
2023
Q3 		$3.44M Sell
33,726
-4,427
-12% -$467K 0.12% 111
2023
Q2 		$4.13M Sell
38,153
-4,205
-10% -$455K 0.14% 104
2023
Q1 		$4.64M Sell
42,358
-6,580
-13% -$713K 0.16% 94
2022
Q4 		$5.16M Sell
48,938
-43,354
-47% -$4.54M 0.19% 84
2022
Q3 		$9.46M Buy
92,292
+23,504
+34% +$2.59M 0.35% 49
2022
Q2 		$7.81M Sell
68,788
-3,920
-5% -$443K 0.29% 51
2022
Q1 		$8.79M Sell
72,708
-1,025
-1% -$128K 0.28% 51
2021
Q4 		$9.77M Sell
73,733
-2,615
-3% -$348K 0.29% 52
2021
Q3 		$10.2M Buy
76,348
+575
+0.8% +$77.7K 0.33% 48
2021
Q2 		$10.2M Sell
75,773
-239
-0.3% -$31.5K 0.32% 45
2021
Q1 		$9.88M Sell
76,012
-791
-1% -$105K 0.33% 47
2020
Q4 		$10.6M Buy
76,803
+2,140
+3% +$291K 0.38% 43
2020
Q3 		$10.1M Buy
74,663
+7,120
+11% +$971K 0.41% 41
2020
Q2 		$9.09M Buy
+67,543
New +$8.78M 0.4% 43

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Meiji Yasuda Life Insurance
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
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Allianz
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

AMG National Trust Bank's LQD Position: Q2 2026 in Review

AMG National Trust Bank reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 10% in Q2 2026, selling an estimated $354K and leaving 28,133 shares worth $3.07M. The position accounts for 0.06% of the portfolio, ranked #149.

AMG National Trust Bank first reported a position in LQD in Q2 2020 and has held it in 25 quarters since. The position peaked at $10.6M in Q4 2020. 1,121 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • AMG National Trust Bank held 28,133 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $3.07M as of Q2 2026.
  • AMG National Trust Bank sold 3,246 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $354K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.06% of AMG National Trust Bank's portfolio in Q2 2026, its #149 holding.
  • AMG National Trust Bank first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2020 and has held it in 25 quarters since.
  • AMG National Trust Bank's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $10.6M in Q4 2020.
  • 1,121 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on AMG National Trust Bank's 13F filing for Q2 2026, filed 7 Aug 2026.