Union Bancaire Privee’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Union Bancaire Privee’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	$4.44M	Buy	41,004 +11,300	+38%	+$1.23M	0.05%	185
2026 Q1	$3.15M	Hold	29,704	–	–	0.04%	179
2025 Q4	$3.23M	Buy	29,704 +2,500	+9%	+$278K	0.04%	180
2025 Q3	$2.97M	Sell	27,204 -560	-2%	-$61.6K	0.04%	163
2025 Q2	$2.96M	Hold	27,764	–	–	0.04%	153
2025 Q1	$2.95M	Sell	27,764 -2,444	-8%	-$263K	0.06%	147
2024 Q4	$3.16M	Buy	+30,208	New	+$3.31M	0.06%	144

Other funds holding LQD

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IGAM

iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Union Bancaire Privee's LQD Position: Q2 2026 in Review

Union Bancaire Privee increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 38% in Q2 2026, buying an estimated $1.23M and bringing the position to 41,004 shares worth $4.44M. The position accounts for 0.05% of the portfolio, ranked #185.

Union Bancaire Privee first reported a position in LQD in Q4 2024 and has held it in 7 quarters since. 441 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Union Bancaire Privee held 41,004 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $4.44M as of Q2 2026.
Union Bancaire Privee bought 11,300 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.23M.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.05% of Union Bancaire Privee's portfolio in Q2 2026, its #185 holding.
Union Bancaire Privee first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
441 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.