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

Blue Trust Inc’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 		$166K Buy
1,522
+819
+117% +$89.2K ﹤0.01% 848
2026
Q1 		$76.7K Sell
703
-12
-2% -$1.32K ﹤0.01% 1142
2025
Q4 		$78.8K Sell
715
-9
-1% -$1K ﹤0.01% 1167
2025
Q3 		$80.7K Buy
724
+55
+8% +$6.05K ﹤0.01% 1169
2025
Q2 		$73.3K Sell
669
-218
-25% -$23.4K ﹤0.01% 1191
2025
Q1 		$96.4K Sell
887
-575
-39% -$62K ﹤0.01% 1009
2024
Q4 		$156K Buy
1,462
+390
+36% +$42.7K ﹤0.01% 740
2024
Q3 		$115K Sell
1,072
-14,644
-93% -$1.62M ﹤0.01% 1142
2024
Q2 		$1.71M Hold
15,716
– – 0.02% 148
2024
Q1 		$1.71M Sell
15,716
-23,292
-60% -$2.53M 0.02% 122
2023
Q4 		$3.98M Buy
39,008
+38,178
+4,600% +$3.98M 0.06% 67
2023
Q3 		$90K Hold
830
– – ﹤0.01% 656
2023
Q2 		$91K Sell
830
-3,849
-82% -$416K ﹤0.01% 528
2023
Q1 		$493K Sell
4,679
-12,343
-73% -$1.34M 0.01% 298
2022
Q4 		$1.74M Buy
17,022
+13,683
+410% +$1.43M 0.03% 124
2022
Q3 		$367K Buy
3,339
+1,405
+73% +$155K 0.01% 247
2022
Q2 		$234K Buy
+1,934
New +$218K ﹤0.01% 301

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

Blue Trust Inc's LQD Position: Q2 2026 in Review

Blue Trust Inc increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 117% in Q2 2026, buying an estimated $89.2K and bringing the position to 1,522 shares worth $166K. The position accounts for ﹤0.01% of the portfolio, ranked #848.

Blue Trust Inc first reported a position in LQD in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.98M in Q4 2023. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Blue Trust Inc held 1,522 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $166K as of Q2 2026.
  • Blue Trust Inc bought 819 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $89.2K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #848 holding.
  • Blue Trust Inc first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.98M in Q4 2023.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.