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Sanibel Captiva Trust Company’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Sanibel Captiva Trust Company’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 		$232K Buy
2,126
+225
+12% +$24.8K 0.01% 412
2025
Q4 		$209K Sell
1,901
-250
-12% -$27.8K 0.01% 405
2025
Q3 		$240K Hold
2,151
– – 0.01% 380
2025
Q2 		$236K Sell
2,151
-67
-3% -$7.19K 0.01% 380
2025
Q1 		$241K Buy
+2,218
New +$239K 0.01% 362

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

Sanibel Captiva Trust Company's LQD Position: Q1 2026 in Review

Sanibel Captiva Trust Company increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 12% in Q1 2026, buying an estimated $24.8K and bringing the position to 2,126 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #412.

Sanibel Captiva Trust Company first reported a position in LQD in Q1 2025 and has held it in 5 quarters since. The position peaked at $241K in Q1 2025. 1,095 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Sanibel Captiva Trust Company held 2,126 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $232K as of Q1 2026.
  • Sanibel Captiva Trust Company bought 225 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $24.8K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Sanibel Captiva Trust Company's portfolio in Q1 2026, its #412 holding.
  • Sanibel Captiva Trust Company first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Sanibel Captiva Trust Company's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $241K in Q1 2025.
  • 1,095 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q1 2026, filed 15 May 2026.