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

Idaho Trust Bank’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
Q1 		$12.7M Buy
116,203
+7,432
+7% +$819K 4.12% 7
2025
Q4 		$12M Buy
108,771
+41,566
+62% +$4.62M 3.97% 8
2025
Q3 		$7.49M Buy
67,205
+12,678
+23% +$1.39M 2.52% 13
2025
Q2 		$5.98M Sell
54,527
-2,099
-4% -$225K 2.14% 13
2025
Q1 		$6.15M Buy
56,626
+1,209
+2% +$130K 2.51% 12
2024
Q4 		$5.92M Buy
55,417
+22,167
+67% +$2.43M 2.98% 10
2024
Q3 		$3.76M Buy
33,250
+2,833
+9% +$313K 1.81% 23
2024
Q2 		$3.26M Buy
+30,417
New +$3.25M 1.67% 22
2024
Q1 		– Sell
-24,356
Closed -$2.7M – 137
2023
Q4 		$2.7M Buy
+24,356
New +$2.54M 1.56% 25

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Idaho Trust Bank's LQD Position: Q1 2026 in Review

Idaho Trust Bank increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 6.8% in Q1 2026, buying an estimated $819K and bringing the position to 116,203 shares worth $12.7M. The position accounts for 4.12% of the portfolio, ranked #7.

Idaho Trust Bank first reported a position in LQD in Q4 2023 and has held it in 9 quarters since. 1,098 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Idaho Trust Bank held 116,203 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $12.7M as of Q1 2026.
  • Idaho Trust Bank bought 7,432 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $819K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 4.12% of Idaho Trust Bank's portfolio in Q1 2026, its #7 holding.
  • Idaho Trust Bank first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 9 quarters since.
  • 1,098 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Idaho Trust Bank's 13F filing for Q1 2026, filed 8 May 2026.