Bank Julius Baer & Co
LQD icon

Bank Julius Baer & Co’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Bank Julius Baer & Co’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 		$32.8M Buy
300,827
+118,351
+65% +$12.9M 0.09% 135
2026
Q1 		$19.9M Buy
182,476
+4,514
+3% +$498K 0.06% 142
2025
Q4 		$19.6M Buy
177,962
+20,945
+13% +$2.33M 0.05% 150
2025
Q3 		$17.5M Buy
157,017
+2,872
+2% +$316K 0.05% 160
2025
Q2 		$16.9M Buy
154,145
+44,483
+41% +$4.77M 0.05% 157
2025
Q1 		$11.9M Buy
109,662
+50,897
+87% +$5.48M 0.04% 179
2024
Q4 		$6.92M Buy
58,765
+3,796
+7% +$415K 0.02% 227
2024
Q3 		$7.36M Sell
54,969
-6,786
-11% -$751K 0.02% 212
2024
Q2 		$7.36M Sell
61,755
-8,113
-12% -$866K 0.03% 169
2024
Q1 		$7.62M Sell
69,868
-9,408
-12% -$1.02M 0.03% 184
2023
Q4 		$8.77M Buy
79,276
+63,038
+388% +$6.56M 0.04% 187
2023
Q3 		$1.66M Sell
16,238
-1,681
-9% -$177K 0.01% 217
2023
Q2 		$1.94M Sell
17,919
-136,863
-88% -$14.8M 0.01% 214
2023
Q1 		$17M Sell
154,782
-4,169
-3% -$451K 0.11% 122
2022
Q4 		$16.8M Buy
158,951
+143,274
+914% +$15M 0.11% 117
2022
Q3 		$1.61M Sell
15,677
-224
-1% -$24.7K 0.01% 205
2022
Q2 		$1.75M Buy
15,901
+1,758
+12% +$198K 0.01% 220
2022
Q1 		$1.71M Sell
14,143
-138,201
-91% -$17.2M 0.01% 233
2021
Q4 		$20.2M Buy
152,344
+12,689
+9% +$1.69M 0.11% 116
2021
Q3 		$18.6M Buy
139,655
+58,492
+72% +$7.9M 0.12% 120
2021
Q2 		$10.9M Buy
81,163
+61,619
+315% +$8.12M 0.07% 162
2021
Q1 		$2.54M Sell
19,544
-38,401
-66% -$5.11M 0.02% 248
2020
Q4 		$8M Buy
57,945
+42,600
+278% +$5.8M 0.07% 155
2020
Q3 		$2.07M Sell
15,345
-84,697
-85% -$11.5M 0.02% 223
2020
Q2 		$13.5M Buy
100,042
+87,154
+676% +$11.3M 0.16% 98
2020
Q1 		$1.59M Buy
+12,888
New +$1.64M 0.04% 180

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

Bank Julius Baer & Co's LQD Position: Q2 2026 in Review

Bank Julius Baer & Co increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 65% in Q2 2026, buying an estimated $12.9M and bringing the position to 300,827 shares worth $32.8M. The position accounts for 0.09% of the portfolio, ranked #135.

Bank Julius Baer & Co first reported a position in LQD in Q1 2020 and has held it in 26 quarters since. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Bank Julius Baer & Co held 300,827 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $32.8M as of Q2 2026.
  • Bank Julius Baer & Co bought 118,351 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $12.9M.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.09% of Bank Julius Baer & Co's portfolio in Q2 2026, its #135 holding.
  • Bank Julius Baer & Co first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.