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NBT Bank’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

NBT Bank’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 		$42.9K Sell
393
-428
-52% -$46.6K ﹤0.01% 535
2026
Q1 		$89.5K Buy
821
+711
+646% +$78.4K 0.01% 445
2025
Q4 		$108K Sell
110
-1
-0.9% -$111 0.01% 417
2025
Q3 		$111K Sell
111
-1,213
-92% -$133K 0.01% 413
2025
Q2 		$145K Hold
1,324
– – 0.01% 396
2025
Q1 		$144K Sell
1,324
-73
-5% -$7.87K 0.01% 394
2024
Q4 		$149K Sell
1,397
-2,855
-67% -$312K 0.01% 392
2024
Q3 		$480K Buy
4,252
+2,036
+92% +$225K 0.03% 285
2024
Q2 		$237K Sell
2,216
-286
-11% -$30.5K 0.02% 356
2024
Q1 		$273K Sell
2,502
-1,232
-33% -$134K 0.02% 342
2023
Q4 		$413K Buy
+3,734
New +$389K 0.03% 288

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

NBT Bank's LQD Position: Q2 2026 in Review

NBT Bank reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 52% in Q2 2026, selling an estimated $46.6K and leaving 393 shares worth $42.9K. The position accounts for ﹤0.01% of the portfolio, ranked #535.

NBT Bank first reported a position in LQD in Q4 2023 and has held it in 11 quarters since. The position peaked at $480K in Q3 2024. 1,118 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • NBT Bank held 393 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $42.9K as of Q2 2026.
  • NBT Bank sold 428 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $46.6K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of NBT Bank's portfolio in Q2 2026, its #535 holding.
  • NBT Bank first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • NBT Bank's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $480K in Q3 2024.
  • 1,118 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on NBT Bank's 13F filing for Q2 2026, filed 29 Jul 2026.