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Legacy Private Trust’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Legacy Private Trust’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 		$11.2M Buy
102,311
+15,968
+18% +$1.74M 0.62% 31
2026
Q1 		$9.41M Buy
86,343
+20,996
+32% +$2.31M 0.58% 33
2025
Q4 		$7.2M Buy
+65,347
New +$7.27M 0.42% 49
2022
Q3 		– Sell
-2,955
Closed -$325K – 226
2022
Q2 		$325K Hold
2,955
– – 0.03% 193
2022
Q1 		$357K Sell
2,955
-1,170
-28% -$146K 0.03% 207
2021
Q4 		$547K Buy
+4,125
New +$548K 0.04% 187
2019
Q2 		– Sell
-1,945
Closed -$232K – 238
2019
Q1 		$232K Buy
+1,945
New +$225K 0.03% 207
2018
Q2 		– Sell
-5,471
Closed -$642K – 227
2018
Q1 		$642K Sell
5,471
-34,845
-86% -$4.12M 0.08% 163
2017
Q4 		$4.9M Buy
+40,316
New +$4.88M 0.57% 48
2016
Q2 		– Sell
-1,845
Closed -$219K – 240
2016
Q1 		$219K Hold
1,845
– – 0.03% 223
2015
Q4 		$210K Hold
1,845
– – 0.03% 227
2015
Q3 		$214K Hold
1,845
– – 0.03% 223
2015
Q2 		$214K Hold
1,845
– – 0.03% 237
2015
Q1 		$225K Hold
1,845
– – 0.03% 230
2014
Q4 		$220K Hold
1,845
– – 0.03% 244
2014
Q3 		$218K Hold
1,845
– – 0.03% 242
2014
Q2 		$220K Hold
1,845
– – 0.03% 239
2014
Q1 		$216K Sell
1,845
-730
-28% -$84.7K 0.04% 198
2013
Q4 		$294K Hold
2,575
– – 0.05% 170
2013
Q3 		$292K Sell
2,575
-108,235
-98% -$12.2M 0.06% 158
2013
Q2 		$12.6M Buy
+110,810
New +$13.2M 2.96% 7

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

Legacy Private Trust's LQD Position: Q2 2026 in Review

Legacy Private Trust increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 18% in Q2 2026, buying an estimated $1.74M and bringing the position to 102,311 shares worth $11.2M. The position accounts for 0.62% of the portfolio, ranked #31.

Legacy Private Trust first reported a position in LQD in Q2 2013 and has held it in 21 quarters since. The position peaked at $12.6M in Q2 2013. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Legacy Private Trust held 102,311 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $11.2M as of Q2 2026.
  • Legacy Private Trust bought 15,968 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.74M.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.62% of Legacy Private Trust's portfolio in Q2 2026, its #31 holding.
  • Legacy Private Trust first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 21 quarters since.
  • Legacy Private Trust's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $12.6M in Q2 2013.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.