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Global Trust Asset Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Global Trust Asset Management’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 		$3.38K Hold
31
– – ﹤0.01% 396
2026
Q1 		$3.38K Sell
31
-237
-88% -$26.1K ﹤0.01% 404
2025
Q4 		$29.5K Sell
268
-172
-39% -$19.1K 0.01% 277
2025
Q3 		$49K Sell
440
-8
-2% -$879 0.02% 279
2025
Q2 		$49.1K Sell
448
-425
-49% -$45.6K 0.03% 268
2025
Q1 		$94.9K Sell
873
-9,829
-92% -$1.06M 0.06% 203
2024
Q4 		$1.14M Sell
10,702
-1,848
-15% -$202K 0.43% 56
2024
Q3 		$1.42M Buy
12,550
+1,967
+19% +$218K 0.53% 50
2024
Q2 		$1.13M Sell
10,583
-105
-1% -$11.2K 0.46% 56
2024
Q1 		$1.16M Sell
10,688
-10
-0.1% -$1.09K 0.48% 55
2023
Q4 		$1.18M Buy
10,698
+167
+2% +$17.4K 0.52% 52
2023
Q3 		$1.07M Sell
10,531
-430
-4% -$45.3K 0.51% 57
2023
Q2 		$1.19M Sell
10,961
-275
-2% -$29.7K 0.53% 55
2023
Q1 		$1.23M Sell
11,236
-210
-2% -$22.7K 0.59% 53
2022
Q4 		$1.21M Sell
11,446
-3,706
-24% -$388K 0.61% 49
2022
Q3 		$1.55M Buy
15,152
+392
+3% +$43.2K 0.81% 32
2022
Q2 		$1.62M Sell
14,760
-15,067
-51% -$1.7M 0.8% 35
2022
Q1 		$3.61M Sell
29,827
-2,300
-7% -$287K 1.5% 13
2021
Q4 		$4.26M Sell
32,127
-336
-1% -$44.7K 1.68% 11
2021
Q3 		$4.32M Buy
32,463
+16,521
+104% +$2.23M 1.93% 10
2021
Q2 		$2.14M Buy
15,942
+5,810
+57% +$766K 1.02% 20
2021
Q1 		$1.32M Sell
10,132
-2,458
-20% -$327K 0.73% 34
2020
Q4 		$1.74M Sell
12,590
-17
-0.1% -$2.31K 0.96% 24
2020
Q3 		$1.7M Buy
12,607
+1,300
+11% +$177K 1.09% 20
2020
Q2 		$1.52M Buy
11,307
+8,599
+318% +$1.12M 1.06% 23
2020
Q1 		$336K Buy
2,708
+708
+35% +$90.2K 0.26% 98
2019
Q4 		$256K Hold
2,000
– – 0.15% 143
2019
Q3 		$255K Sell
2,000
-3,250
-62% -$409K 0.17% 130
2019
Q2 		$653K Buy
5,250
+3,250
+163% +$390K 0.44% 74
2019
Q1 		$238K Hold
2,000
– – 0.18% 130
2018
Q4 		$226K Hold
2,000
– – 0.2% 117
2018
Q3 		$230K Hold
2,000
– – 0.16% 131
2018
Q2 		$229K Hold
2,000
– – 0.17% 125
2018
Q1 		$235K Hold
2,000
– – 0.19% 121
2017
Q4 		$243K Buy
+2,000
New +$242K 0.17% 132

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

Global Trust Asset Management's LQD Position: Q2 2026 in Review

Global Trust Asset Management held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 31 shares worth $3.38K. The position accounts for ﹤0.01% of the portfolio, ranked #396.

Global Trust Asset Management first reported a position in LQD in Q4 2017 and has held it in 35 quarters since. The position peaked at $4.32M in Q3 2021. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Global Trust Asset Management held 31 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $3.38K as of Q2 2026.
  • Global Trust Asset Management left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of Global Trust Asset Management's portfolio in Q2 2026, its #396 holding.
  • Global Trust Asset Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 35 quarters since.
  • Global Trust Asset Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $4.32M in Q3 2021.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Global Trust Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.