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

Crews Bank & 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 Q2	$2.16M	Sell	19,790 -261	-1%	-$28.4K	0.28%	53
2026 Q1	$2.19M	Sell	20,051 -1,235	-6%	-$136K	0.32%	48
2025 Q4	$2.35M	Sell	21,286 -2,625	-11%	-$292K	0.34%	44
2025 Q3	$2.67M	Sell	23,911 -615	-3%	-$67.6K	0.39%	40
2025 Q2	$2.69M	Sell	24,526 -2,630	-10%	-$282K	0.42%	36
2025 Q1	$2.95M	Buy	27,156 +350	+1%	+$37.7K	0.5%	35
2024 Q4	$2.86M	Buy	+26,806	New	+$2.93M	0.48%	37

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Crews Bank & Trust's LQD Position: Q2 2026 in Review

Crews Bank & Trust reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 1.3% in Q2 2026, selling an estimated $28.4K and leaving 19,790 shares worth $2.16M. The position accounts for 0.28% of the portfolio, ranked #53.

Crews Bank & Trust first reported a position in LQD in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.95M in Q1 2025. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Crews Bank & Trust held 19,790 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $2.16M as of Q2 2026.
Crews Bank & Trust sold 261 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $28.4K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.28% of Crews Bank & Trust's portfolio in Q2 2026, its #53 holding.
Crews Bank & Trust first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Crews Bank & Trust's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.95M in Q1 2025.
1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.