EIP
LQD icon

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

Easterly Investment Partners’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 		$9.11M Sell
83,500
-190
-0.2% -$20.7K 0.46% 45
2026
Q1 		$9.12M Buy
83,690
+5,000
+6% +$551K 0.7% 39
2025
Q4 		$8.67M Hold
78,690
– – 0.53% 53
2025
Q3 		$8.77M Hold
78,690
– – 0.59% 57
2025
Q2 		$8.63M Hold
78,690
– – 0.62% 58
2025
Q1 		$8.55M Hold
78,690
– – 0.71% 46
2024
Q4 		$8.41M Hold
78,690
– – 0.66% 51
2024
Q3 		$8.89M Hold
78,690
– – 0.71% 52
2024
Q2 		$8.43M Hold
78,690
– – 0.74% 54
2024
Q1 		$8.57M Buy
78,690
+4,999
+7% +$543K 0.65% 60
2023
Q4 		$8.15M Sell
73,691
-2,581
-3% -$269K 0.87% 48
2023
Q3 		$7.78M Buy
76,272
+13
+0% +$1.37K 0.86% 56
2023
Q2 		$8.25M Buy
76,259
+13
+0% +$1.41K 0.73% 60
2023
Q1 		$8.36M Buy
76,246
+8
+0% +$866 0.74% 56
2022
Q4 		$8.04M Buy
76,238
+17
+0% +$1.78K 0.69% 58
2022
Q3 		$7.81M Buy
76,221
+10
+0% +$1.1K 0.75% 54
2022
Q2 		$8.39M Sell
76,211
-2,127
-3% -$240K 0.75% 59
2022
Q1 		$9.47M Buy
78,338
+5
+0% +$624 0.72% 56
2021
Q4 		$10.4M Buy
+78,333
New +$10.4M 0.76% 58

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
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
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Easterly Investment Partners's LQD Position: Q2 2026 in Review

Easterly Investment Partners reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.23% in Q2 2026, selling an estimated $20.7K and leaving 83,500 shares worth $9.11M. The position accounts for 0.46% of the portfolio, ranked #45.

Easterly Investment Partners first reported a position in LQD in Q4 2021 and has held it in 19 quarters since. The position peaked at $10.4M in Q4 2021. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Easterly Investment Partners held 83,500 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $9.11M as of Q2 2026.
  • Easterly Investment Partners sold 190 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $20.7K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.46% of Easterly Investment Partners's portfolio in Q2 2026, its #45 holding.
  • Easterly Investment Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Easterly Investment Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $10.4M in Q4 2021.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Easterly Investment Partners's 13F filing for Q2 2026, filed 23 Jul 2026.