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

Vontobel Holding’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 		$6.55M Buy
60,083
+286
+0.5% +$31.5K 0.02% 324
2025
Q4 		$6.59M Buy
59,797
+200
+0.3% +$22.2K 0.02% 341
2025
Q3 		$6.64M Sell
59,597
-1,728
-3% -$190K 0.02% 322
2025
Q2 		$6.72M Buy
61,325
+403
+0.7% +$43.2K 0.02% 315
2025
Q1 		$6.62M Sell
60,922
-624
-1% -$67.2K 0.02% 269
2024
Q4 		$6.58M Buy
61,546
+692
+1% +$75.7K 0.02% 277
2024
Q3 		$6.88M Sell
60,854
-1,412
-2% -$156K 0.02% 271
2024
Q2 		$6.67M Buy
62,266
+2,494
+4% +$266K 0.02% 266
2024
Q1 		$6.51M Buy
59,772
+5,268
+10% +$572K 0.05% 268
2023
Q4 		$6.03M Buy
54,504
+8,529
+19% +$888K 0.05% 282
2023
Q3 		$4.69M Buy
45,975
+4,767
+12% +$503K 0.04% 297
2023
Q2 		$4.46M Buy
41,208
+16,632
+68% +$1.8M 0.04% 317
2023
Q1 		$2.69M Buy
24,576
+265
+1% +$28.7K 0.03% 370
2022
Q4 		$2.56M Buy
24,311
+6,734
+38% +$705K 0.03% 365
2022
Q3 		$1.8M Buy
17,577
+957
+6% +$105K 0.02% 422
2022
Q2 		$1.83M Buy
16,620
+5,371
+48% +$606K 0.02% 408
2022
Q1 		$1.36M Sell
11,249
-4,936
-30% -$616K 0.01% 535
2021
Q4 		$2.15M Sell
16,185
-5,778
-26% -$768K 0.02% 421
2021
Q3 		$2.92M Buy
21,963
+6,110
+39% +$826K 0.03% 372
2021
Q2 		$2.13M Sell
15,853
-6,132
-28% -$808K 0.02% 422
2021
Q1 		$2.86M Buy
21,985
+4,865
+28% +$647K 0.02% 342
2020
Q4 		$2.37M Buy
+17,120
New +$2.33M 0.02% 381

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

Vontobel Holding's LQD Position: Q1 2026 in Review

Vontobel Holding increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.48% in Q1 2026, buying an estimated $31.5K and bringing the position to 60,083 shares worth $6.55M. The position accounts for 0.02% of the portfolio, ranked #324.

Vontobel Holding first reported a position in LQD in Q4 2020 and has held it in 22 quarters since. The position peaked at $6.88M in Q3 2024. 1,096 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Vontobel Holding held 60,083 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $6.55M as of Q1 2026.
  • Vontobel Holding bought 286 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $31.5K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.02% of Vontobel Holding's portfolio in Q1 2026, its #324 holding.
  • Vontobel Holding first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Vontobel Holding's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $6.88M in Q3 2024.
  • 1,096 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.