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Rathbones Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Rathbones Group’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 		$2.03M Buy
18,626
+7,304
+65% +$805K 0.01% 296
2025
Q4 		$1.25M Sell
11,322
-125
-1% -$13.9K ﹤0.01% 342
2025
Q3 		$1.28M Buy
11,447
+1,864
+19% +$205K 0.01% 328
2025
Q2 		$1.05M Buy
9,583
+72
+0.8% +$7.73K ﹤0.01% 338
2025
Q1 		$1.03M Buy
9,511
+80
+0.8% +$8.62K 0.01% 327
2024
Q4 		$1.01M Hold
9,431
– – ﹤0.01% 337
2024
Q3 		$1.07M Sell
9,431
-68
-0.7% -$7.52K 0.01% 327
2024
Q2 		$1.02M Buy
9,499
+600
+7% +$64K 0.01% 327
2024
Q1 		$969K Hold
8,899
– – 0.01% 328
2023
Q4 		$985K Buy
8,899
+40
+0.5% +$4.17K 0.01% 318
2023
Q3 		$904K Buy
+8,859
New +$934K 0.01% 331
2016
Q4 		– Sell
-3,707
Closed -$457K – 319
2016
Q3 		$457K Buy
+3,707
New +$457K 0.02% 212

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

Rathbones Group's LQD Position: Q1 2026 in Review

Rathbones Group increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 65% in Q1 2026, buying an estimated $805K and bringing the position to 18,626 shares worth $2.03M. The position accounts for 0.01% of the portfolio, ranked #296.

Rathbones Group first reported a position in LQD in Q3 2016 and has held it in 12 quarters since. 1,095 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Rathbones Group held 18,626 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $2.03M as of Q1 2026.
  • Rathbones Group bought 7,304 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $805K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Rathbones Group's portfolio in Q1 2026, its #296 holding.
  • Rathbones Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2016 and has held it in 12 quarters since.
  • 1,095 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Rathbones Group's 13F filing for Q1 2026, filed 12 May 2026.