J. Safra Sarasin Holding’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

J. Safra Sarasin Holding’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	$2.13M	Hold	19,539	–	–	0.03%	250
2026 Q1	$2.13M	Buy	19,539 +1,097	+6%	+$121K	0.04%	194
2025 Q4	$2.03M	Buy	18,442 +3,442	+23%	+$383K	0.03%	202
2025 Q3	$1.67M	Hold	15,000	–	–	0.03%	231
2025 Q2	$1.64M	Hold	15,000	–	–	0.03%	262
2025 Q1	$1.63M	Hold	15,000	–	–	0.03%	248
2024 Q4	$1.6M	Sell	15,000 -1,800	-11%	-$197K	0.03%	247
2024 Q3	$1.9M	Buy	16,800 +1,800	+12%	+$199K	0.03%	216
2024 Q2	$1.61M	Buy	+15,000	New	+$1.6M	0.03%	255

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

J. Safra Sarasin Holding's LQD Position: Q2 2026 in Review

J. Safra Sarasin Holding held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 19,539 shares worth $2.13M. The position accounts for 0.03% of the portfolio, ranked #250.

J. Safra Sarasin Holding first reported a position in LQD in Q2 2024 and has held it in 9 quarters since. 1,110 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

J. Safra Sarasin Holding held 19,539 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $2.13M as of Q2 2026.
J. Safra Sarasin Holding left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.03% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #250 holding.
J. Safra Sarasin Holding first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
1,110 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.