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Bank of Jackson Hole Trust’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Bank of Jackson Hole 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
Q1 		$21.8K Hold
200
– – 0.01% 333
2025
Q4 		$22K Hold
200
– – 0.01% 327
2025
Q3 		$22.3K Sell
200
-246
-55% -$27K 0.01% 318
2025
Q2 		$48.9K Buy
+446
New +$47.9K 0.03% 240

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Bank of Jackson Hole Trust's LQD Position: Q1 2026 in Review

Bank of Jackson Hole Trust held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q1 2026 at 200 shares worth $21.8K. The position accounts for 0.01% of the portfolio, ranked #333.

Bank of Jackson Hole Trust first reported a position in LQD in Q2 2025 and has held it in 4 quarters since. The position peaked at $48.9K in Q2 2025. 1,098 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Bank of Jackson Hole Trust held 200 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $21.8K as of Q1 2026.
  • Bank of Jackson Hole Trust left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q1 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Bank of Jackson Hole Trust's portfolio in Q1 2026, its #333 holding.
  • Bank of Jackson Hole Trust first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Bank of Jackson Hole Trust's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $48.9K in Q2 2025.
  • 1,098 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Bank of Jackson Hole Trust's 13F filing for Q1 2026, filed 12 May 2026.