MT
LQD icon

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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Midwest Trust's LQD Position: Q1 2026 in Review

Midwest Trust increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 22% in Q1 2026, buying an estimated $86.5K and bringing the position to 4,383 shares worth $478K. The position accounts for 0.01% of the portfolio, ranked #444.

Midwest Trust first reported a position in LQD in Q2 2025 and has held it in 4 quarters since. 1,096 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Midwest Trust held 4,383 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $478K as of Q1 2026.
  • Midwest Trust bought 785 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $86.5K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Midwest Trust's portfolio in Q1 2026, its #444 holding.
  • Midwest Trust first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,096 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.