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

Washington Trust’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
2025
Q2 		– Sell
-95
Closed -$10.3K – 519
2025
Q1 		$10.3K Buy
+95
New +$10.2K ﹤0.01% 597
2024
Q4 		– Sell
-42
Closed -$4.75K – 871
2024
Q3 		$4.75K Hold
42
– – ﹤0.01% 744
2024
Q2 		$4.5K Sell
42
-58
-58% -$6.19K ﹤0.01% 750
2024
Q1 		$10.9K Sell
100
-410
-80% -$44.6K ﹤0.01% 653
2023
Q4 		$56.4K Hold
510
– – ﹤0.01% 409
2023
Q3 		$52K Hold
510
– – ﹤0.01% 387
2023
Q2 		$55.2K Hold
510
– – ﹤0.01% 403
2023
Q1 		$55.9K Buy
510
+137
+37% +$14.8K ﹤0.01% 399
2022
Q4 		$39.3K Sell
373
-900
-71% -$94.2K ﹤0.01% 438
2022
Q3 		$130K Hold
1,273
– – 0.01% 278
2022
Q2 		$140K Hold
1,273
– – 0.01% 278
2022
Q1 		$154K Hold
1,273
– – 0.01% 289
2021
Q4 		$168K Sell
1,273
-208
-14% -$27.6K 0.01% 280
2021
Q3 		$197K Hold
1,481
– – 0.01% 315
2021
Q2 		$199K Sell
1,481
-41
-3% -$5.41K 0.01% 307
2021
Q1 		$198K Buy
1,522
+249
+20% +$33.1K 0.01% 301
2020
Q4 		$176K Buy
1,273
+900
+241% +$123K 0.01% 303
2020
Q3 		$50K Sell
373
-172
-32% -$23.4K ﹤0.01% 444
2020
Q2 		$73K Hold
545
– – ﹤0.01% 334
2020
Q1 		$67K Buy
+545
New +$69.4K ﹤0.01% 353
2018
Q3 		– Sell
-575
Closed -$66K – 558
2018
Q2 		$66K Sell
575
-3,283
-85% -$378K ﹤0.01% 368
2018
Q1 		$453K Hold
3,858
– – 0.03% 154
2017
Q4 		$469K Buy
3,858
+77
+2% +$9.32K 0.03% 156
2017
Q3 		$458K Buy
+3,781
New +$457K 0.03% 155

Other funds holding LQD

MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
SAMU
SONA Asset Management (US) New York $4.74B AUM 11.18% 1-Year Est. Return

Washington Trust's LQD Position: Q2 2025 in Review

Washington Trust sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2025, closing a stake of 95 shares — an estimated $10.3K sold.

Washington Trust first reported a position in LQD in Q3 2017 and held it in 24 quarters. The position peaked at $469K in Q4 2017. 1,045 funds tracked by Wall St. Rank hold LQD as of Q2 2025.

  • Washington Trust reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Washington Trust sold 95 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $10.3K.
  • Washington Trust first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2017 and held it in 24 quarters.
  • Washington Trust's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $469K in Q4 2017.
  • 1,045 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Washington Trust's 13F filing for Q2 2025, filed 8 Aug 2025.