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

Bank & Trust Company’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	$7.09K	Hold	65	–	–	﹤0.01%	262
2026 Q1	$7.08K	Hold	65	–	–	﹤0.01%	256
2025 Q4	$7.16K	Hold	65	–	–	0.01%	243
2025 Q3	$7.25K	Hold	65	–	–	0.01%	233
2025 Q2	$7.13K	Hold	65	–	–	0.01%	238
2025 Q1	$7.07K	Hold	65	–	–	0.01%	236
2024 Q4	$6.95K	Hold	65	–	–	0.01%	237
2024 Q3	$7.34K	Hold	65	–	–	0.01%	236
2024 Q2	$6.96K	Buy	+65	New	+$6.94K	0.01%	233

Other funds holding LQD

AAFMAA Wealth Management & Trust Fayetteville, North Carolina $286M AUM 19.57% 1-Year Est. Return

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

David J. Yvars Group University Park, Florida $203M AUM 33.06% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return