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

Midwest 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	$398K	Sell	3,896 -223	-5%	-$23.6K	﹤0.01%	499
2026 Q2	$449K	Sell	4,119 -264	-6%	-$28.8K	0.01%	467
2026 Q1	$478K	Buy	4,383 +785	+22%	+$86.5K	0.01%	444
2025 Q4	$396K	Sell	3,598 -165	-4%	-$18.3K	﹤0.01%	455
2025 Q3	$419K	Sell	3,763 -309	-8%	-$34K	0.01%	450
2025 Q2	$446K	Buy	+4,072	New	+$437K	0.01%	438

Other funds holding LQD

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Towercrest Capital Management Newtown, Pennsylvania $700M AUM 8.37% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Summit Financial Consulting Sterling Heights, Michigan $136M AUM 9.85% 1-Year Est. Return

AAFMAA Wealth Management & Trust Fayetteville, North Carolina $291M AUM 14.48% 1-Year Est. Return

Midwest Trust's LQD Position: Q3 2026 in Review

Midwest Trust reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 5.4% in Q3 2026, selling an estimated $23.6K and leaving 3,896 shares worth $398K. The position accounts for ﹤0.01% of the portfolio, ranked #499.

Midwest Trust first reported a position in LQD in Q2 2025 and has held it in 6 quarters since. The position peaked at $478K in Q1 2026. 298 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

Midwest Trust held 3,896 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $398K as of Q3 2026.
Midwest Trust sold 223 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $23.6K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of Midwest Trust's portfolio in Q3 2026, its #499 holding.
Midwest Trust first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2025 and has held it in 6 quarters since.
Midwest Trust's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $478K in Q1 2026.
298 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.