JTC Employer Solutions Trustee’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

JTC Employer Solutions Trustee’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	$262K	Hold	2,399	–	–	0.02%	135
2026 Q1	$262K	Hold	2,399	–	–	0.02%	128
2025 Q4	$265K	Hold	2,399	–	–	0.02%	136
2025 Q3	$268K	Hold	2,399	–	–	0.02%	124
2025 Q2	$263K	Hold	2,399	–	–	0.03%	117
2025 Q1	$261K	Sell	2,399 -3,677	-61%	-$396K	0.02%	114
2024 Q4	$651K	Hold	6,076	–	–	0.05%	73
2024 Q3	$686K	Hold	6,076	–	–	0.04%	70
2024 Q2	$651K	Hold	6,076	–	–	0.04%	67
2024 Q1	$663K	Hold	6,076	–	–	0.04%	71
2023 Q4	$676K	Hold	6,076	–	–	0.06%	70
2023 Q3	$620K	Hold	6,076	–	–	0.06%	69
2023 Q2	$656K	Hold	6,076	–	–	0.06%	66
2023 Q1	$666K	Hold	6,076	–	–	0.07%	68
2022 Q4	$640K	Hold	6,076	–	–	0.05%	70
2022 Q3	$623K	Buy	6,076 +1,566	+35%	+$173K	0.1%	56
2022 Q2	$497K	Hold	4,510	–	–	0.06%	61
2022 Q1	$546K	Hold	4,510	–	–	0.06%	65
2021 Q4	$597K	Hold	4,510	–	–	0.07%	62
2021 Q3	$601K	Hold	4,510	–	–	0.08%	63
2021 Q2	$606K	Buy	+4,510	New	+$595K	0.09%	50

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

JTC Employer Solutions Trustee's LQD Position: Q2 2026 in Review

JTC Employer Solutions Trustee held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 2,399 shares worth $262K. The position accounts for 0.02% of the portfolio, ranked #135.

JTC Employer Solutions Trustee first reported a position in LQD in Q2 2021 and has held it in 21 quarters since. The position peaked at $686K in Q3 2024. 1,120 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

JTC Employer Solutions Trustee held 2,399 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $262K as of Q2 2026.
JTC Employer Solutions Trustee left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.02% of JTC Employer Solutions Trustee's portfolio in Q2 2026, its #135 holding.
JTC Employer Solutions Trustee first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2021 and has held it in 21 quarters since.
JTC Employer Solutions Trustee's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $686K in Q3 2024.
1,120 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on JTC Employer Solutions Trustee's 13F filing for Q2 2026, filed 31 Jul 2026.