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

FineMark National 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
2025
Q4 		$2.77M Buy
25,182
+693
+3% +$77K 0.09% 156
2025
Q3 		$2.73M Buy
24,489
+5,149
+27% +$566K 0.09% 148
2025
Q2 		$2.12M Sell
19,340
-2,310
-11% -$248K 0.07% 159
2025
Q1 		$2.35M Buy
21,650
+2,197
+11% +$237K 0.09% 143
2024
Q4 		$2.08M Buy
19,453
+5,546
+40% +$607K 0.07% 146
2024
Q3 		$1.57M Buy
13,907
+6,284
+82% +$695K 0.05% 169
2024
Q2 		$817K Sell
7,623
-653
-8% -$69.7K 0.03% 219
2024
Q1 		$901K Buy
8,276
+322
+4% +$35K 0.03% 223
2023
Q4 		$880K Sell
7,954
-796
-9% -$82.9K 0.04% 216
2023
Q3 		$893K Buy
8,750
+147
+2% +$15.5K 0.04% 203
2023
Q2 		$930K Buy
8,603
+33
+0.4% +$3.57K 0.04% 205
2023
Q1 		$939K Sell
8,570
-82
-0.9% -$8.88K 0.04% 199
2022
Q4 		$912K Sell
8,652
-2,707
-24% -$283K 0.04% 193
2022
Q3 		$1.16M Sell
11,359
-269
-2% -$29.7K 0.06% 177
2022
Q2 		$1.28M Sell
11,628
-456
-4% -$51.5K 0.06% 181
2022
Q1 		$1.46M Sell
12,084
-72
-0.6% -$8.98K 0.06% 183
2021
Q4 		$1.61M Sell
12,156
-92
-0.8% -$12.2K 0.06% 177
2021
Q3 		$1.63M Sell
12,248
-40
-0.3% -$5.41K 0.07% 162
2021
Q2 		$1.65M Buy
12,288
+572
+5% +$75.4K 0.07% 166
2021
Q1 		$1.52M Buy
11,716
+3,125
+36% +$416K 0.06% 168
2020
Q4 		$1.19M Buy
8,591
+39
+0.5% +$5.31K 0.05% 180
2020
Q3 		$1.15M Sell
8,552
-325
-4% -$44.3K 0.06% 166
2020
Q2 		$1.19M Hold
8,877
– – 0.07% 154
2020
Q1 		$1.1M Sell
8,877
-401
-4% -$51.1K 0.07% 154
2019
Q4 		$1.19M Sell
9,278
-9
-0.1% -$1.15K 0.06% 162
2019
Q3 		$1.18M Sell
9,287
-116
-1% -$14.6K 0.06% 159
2019
Q2 		$1.17M Buy
9,403
+2,031
+28% +$244K 0.07% 154
2019
Q1 		$878K Sell
7,372
-80
-1% -$9.27K 0.05% 176
2018
Q4 		$841K Sell
7,452
-270
-3% -$30.4K 0.06% 177
2018
Q3 		$887K Buy
7,722
+3,440
+80% +$397K 0.05% 169
2018
Q2 		$491K Buy
4,282
+185
+5% +$21.3K 0.03% 249
2018
Q1 		$481K Buy
4,097
+465
+13% +$54.9K 0.03% 250
2017
Q4 		$442K Buy
3,632
+69
+2% +$8.35K 0.03% 246
2017
Q3 		$432K Buy
+3,563
New +$431K 0.03% 254
2017
Q2 		– Sell
-4,074
Closed -$480K – 369
2017
Q1 		$480K Buy
4,074
+1,217
+43% +$143K 0.04% 227
2016
Q4 		$335K Sell
2,857
-435
-13% -$51.7K 0.03% 265
2016
Q3 		$406K Buy
3,292
+1,388
+73% +$171K 0.04% 238
2016
Q2 		$234K Hold
1,904
– – 0.03% 291
2016
Q1 		$226K Buy
1,904
+525
+38% +$60.3K 0.03% 291
2015
Q4 		$157K Hold
1,379
– – 0.02% 361
2015
Q3 		$160K Sell
1,379
-1,242
-47% -$144K 0.02% 362
2015
Q2 		$303K Buy
2,621
+565
+27% +$66.9K 0.04% 274
2015
Q1 		$250K Buy
2,056
+555
+37% +$67.3K 0.03% 305
2014
Q4 		$179K Buy
1,501
+122
+9% +$14.5K 0.03% 368
2014
Q3 		$163K Hold
1,379
– – 0.03% 374
2014
Q2 		$164K Sell
1,379
-200
-13% -$23.7K 0.03% 357
2014
Q1 		$185K Sell
1,579
-1,500
-49% -$174K 0.03% 330
2013
Q4 		$352K Buy
3,079
+1,700
+123% +$194K 0.07% 228
2013
Q3 		$157K Sell
1,379
-2,745
-67% -$311K 0.04% 343
2013
Q2 		$468K Buy
+4,124
New +$490K 0.14% 134

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
SAMU
SONA Asset Management (US) New York $4.74B AUM 11.18% 1-Year Est. Return

FineMark National Bank & Trust's LQD Position: Q4 2025 in Review

FineMark National Bank & Trust increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 2.8% in Q4 2025, buying an estimated $77K and bringing the position to 25,182 shares worth $2.77M. The position accounts for 0.09% of the portfolio, ranked #156.

FineMark National Bank & Trust first reported a position in LQD in Q2 2013 and has held it in 50 quarters since. 1,143 funds tracked by Wall St. Rank hold LQD as of Q4 2025.

  • FineMark National Bank & Trust held 25,182 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $2.77M as of Q4 2025.
  • FineMark National Bank & Trust bought 693 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $77K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.09% of FineMark National Bank & Trust's portfolio in Q4 2025, its #156 holding.
  • FineMark National Bank & Trust first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 50 quarters since.
  • 1,143 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.