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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$232K Hold
2,126
– – 0.01% 436
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

Sanibel Captiva Trust Company's LQD Position: Q2 2026 in Review

Sanibel Captiva Trust Company held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 2,126 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #436.

Sanibel Captiva Trust Company first reported a position in LQD in Q1 2025 and has held it in 6 quarters since. The position peaked at $241K in Q1 2025. 1,121 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Sanibel Captiva Trust Company held 2,126 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $232K as of Q2 2026.
  • Sanibel Captiva Trust Company left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #436 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 6 quarters since.
  • Sanibel Captiva Trust Company's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $241K in Q1 2025.
  • 1,121 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.