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

Union Savings 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	$62.1K	Hold	569	–	–	0.02%	202
2026 Q1	$62K	Hold	569	–	–	0.03%	200
2025 Q4	$62.7K	Buy	+569	New	+$63.3K	0.03%	206
2025 Q2	$62.1K	Hold	569	–	–	0.03%	205
2025 Q1	$61.8K	Hold	569	–	–	0.03%	210
2024 Q4	$60.8K	Hold	569	–	–	0.03%	208
2024 Q3	$64.3K	Sell	569 -11	-2%	-$1.22K	0.03%	208
2024 Q2	$62.1K	Sell	580 -50	-8%	-$5.34K	0.03%	206
2024 Q1	$68.6K	Hold	630	–	–	0.04%	200
2023 Q4	$69.7K	Hold	630	–	–	0.04%	198
2023 Q3	$64.3K	Sell	630 -24	-4%	-$2.53K	0.04%	196
2023 Q2	$70.5K	Buy	+654	New	+$70.7K	0.04%	194

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Union Savings Bank's LQD Position: Q2 2026 in Review

Union Savings Bank held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 569 shares worth $62.1K. The position accounts for 0.02% of the portfolio, ranked #202.

Union Savings Bank first reported a position in LQD in Q2 2023 and has held it in 12 quarters since. The position peaked at $70.5K in Q2 2023. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Union Savings Bank held 569 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $62.1K as of Q2 2026.
Union Savings Bank left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.02% of Union Savings Bank's portfolio in Q2 2026, its #202 holding.
Union Savings Bank first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2023 and has held it in 12 quarters since.
Union Savings Bank's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $70.5K in Q2 2023.
1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.