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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
Q2 		$13.3M Buy
121,614
+5,411
+5% +$590K 3.88% 10
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 $1.55T 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

Idaho Trust Bank's LQD Position: Q2 2026 in Review

Idaho Trust Bank increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 4.7% in Q2 2026, buying an estimated $590K and bringing the position to 121,614 shares worth $13.3M. The position accounts for 3.88% of the portfolio, ranked #10.

Idaho Trust Bank first reported a position in LQD in Q4 2023 and has held it in 10 quarters since. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Idaho Trust Bank held 121,614 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $13.3M as of Q2 2026.
  • Idaho Trust Bank bought 5,411 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $590K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 3.88% of Idaho Trust Bank's portfolio in Q2 2026, its #10 holding.
  • Idaho Trust Bank first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Idaho Trust Bank's 13F filing for Q2 2026, filed 7 Aug 2026.