Blue Trust Inc
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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
Q3 		$157K Buy
1,537
+15
+1% +$1.59K ﹤0.01% 850
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

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 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 $9.7B AUM 12.94% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Blue Trust Inc's LQD Position: Q3 2026 in Review

Blue Trust Inc increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.99% in Q3 2026, buying an estimated $1.59K and bringing the position to 1,537 shares worth $157K. The position accounts for ﹤0.01% of the portfolio, ranked #850.

Blue Trust Inc first reported a position in LQD in Q2 2022 and has held it in 18 quarters since. The position peaked at $3.98M in Q4 2023. 804 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

  • Blue Trust Inc held 1,537 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $157K as of Q3 2026.
  • Blue Trust Inc bought 15 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $1.59K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #850 holding.
  • Blue Trust Inc first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2022 and has held it in 18 quarters since.
  • Blue Trust Inc's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.98M in Q4 2023.
  • 804 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.