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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
Q3 		$8.53M Sell
83,485
-18,826
-18% -$2M 0.47% 46
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

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return

Legacy Private Trust's LQD Position: Q3 2026 in Review

Legacy Private Trust reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 18% in Q3 2026, selling an estimated $2M and leaving 83,485 shares worth $8.53M. The position accounts for 0.47% of the portfolio, ranked #46.

Legacy Private Trust first reported a position in LQD in Q2 2013 and has held it in 22 quarters since. The position peaked at $12.6M in Q2 2013. 54 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

  • Legacy Private Trust held 83,485 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $8.53M as of Q3 2026.
  • Legacy Private Trust sold 18,826 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $2M.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.47% of Legacy Private Trust's portfolio in Q3 2026, its #46 holding.
  • Legacy Private Trust first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 22 quarters since.
  • Legacy Private Trust's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $12.6M in Q2 2013.
  • 54 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.