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Timothy G. Youngquist 2020 Irrevocable Trust’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Timothy G. Youngquist 2020 Irrevocable 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 		– Sell
-3,558
Closed -$388K – 329
2026
Q1 		$388K Buy
+3,558
New +$392K 0.17% 104

Other funds holding LQD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's LQD Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026, closing a stake of 3,558 shares — an estimated $388K sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in LQD in Q1 2026 and held it in 1 quarter. The position peaked at $388K in Q1 2026. 702 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 3,558 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $388K.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $388K in Q1 2026.
  • 702 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.