EFG Asset Management (Americas)’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

EFG Asset Management (Americas)’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 Q3	$10.4M	Buy	93,045 +915	+1%	+$101K	1.79%	11
2025 Q2	$10.1M	Buy	92,130 +23,912	+35%	+$2.57M	1.86%	11
2025 Q1	$7.41M	Buy	68,218 +5,158	+8%	+$556K	1.5%	17
2024 Q4	$6.74M	Buy	63,060 +1,276	+2%	+$140K	1.31%	22
2024 Q3	$6.98M	Sell	61,784 -492	-0.8%	-$54.4K	1.37%	25
2024 Q2	$6.67M	Buy	62,276 +30,931	+99%	+$3.3M	1.31%	25
2024 Q1	$3.41M	Sell	31,345 -29,699	-49%	-$3.23M	1.04%	31
2023 Q4	$6.76M	Buy	61,044 +9,990	+20%	+$1.04M	1.46%	21
2023 Q3	$5.21M	Buy	51,054 +4,435	+10%	+$468K	1.25%	26
2023 Q2	$5.04M	Buy	46,619 +12,122	+35%	+$1.31M	1.17%	27
2023 Q1	$3.78M	Buy	34,497 +6,726	+24%	+$728K	0.9%	36
2022 Q4	$2.93M	Buy	27,771 +7,649	+38%	+$801K	0.72%	44
2022 Q3	$2.06M	Sell	20,122 -4,306	-18%	-$475K	0.52%	55
2022 Q2	$2.69M	Sell	24,428 -794	-3%	-$89.7K	0.63%	47
2022 Q1	$3.05M	Sell	25,222 -306	-1%	-$38.2K	0.57%	53
2021 Q4	$3.38M	Buy	25,528 +2,090	+9%	+$278K	0.57%	60
2021 Q3	$3.12M	Sell	23,438 -896	-4%	-$121K	0.56%	62
2021 Q2	$3.27M	Sell	24,334 -170	-0.7%	-$22.4K	0.61%	60
2021 Q1	$3.19M	Buy	24,504 +6,075	+33%	+$808K	0.65%	57
2020 Q4	$2.55M	Buy	18,429 +1,795	+11%	+$244K	0.52%	71
2020 Q3	$2.24M	Buy	16,634 +7,679	+86%	+$1.05M	0.5%	69
2020 Q2	$1.2M	Buy	8,955 +673	+8%	+$87.5K	0.31%	83
2020 Q1	$1.02M	Sell	8,282 -767	-8%	-$97.7K	0.33%	84
2019 Q4	$1.16M	Sell	9,049 -1,561	-15%	-$199K	0.31%	86
2019 Q3	$1.35M	Sell	10,610 -3,935	-27%	-$496K	0.41%	71
2019 Q2	$1.81M	Sell	14,545 -5,185	-26%	-$623K	0.52%	71
2019 Q1	$2.35M	Sell	19,730 -412	-2%	-$47.7K	0.71%	57
2018 Q4	$2.27M	Buy	20,142 +8,409	+72%	+$945K	0.82%	52
2018 Q3	$1.35M	Buy	11,733 +1,460	+14%	+$168K	0.39%	72
2018 Q2	$1.18M	Buy	10,273 +2,600	+34%	+$299K	0.36%	75
2018 Q1	$900K	Sell	7,673 -2,877	-27%	-$340K	0.37%	63
2017 Q4	$1.28M	Buy	10,550 +1,257	+14%	+$152K	0.46%	55
2017 Q3	$1.13M	Buy	9,293 +730	+9%	+$88.2K	0.43%	59
2017 Q2	$1.03M	Buy	8,563 +1,190	+16%	+$142K	0.39%	65
2017 Q1	$869K	Sell	7,373 -1,244	-14%	-$146K	0.34%	75
2016 Q4	$1.01M	Sell	8,617 -10,418	-55%	-$1.24M	0.44%	64
2016 Q3	$2.35M	Buy	19,035 +5,192	+38%	+$640K	0.99%	33
2016 Q2	$1.7M	Buy	13,843 +6,302	+84%	+$756K	0.8%	38
2016 Q1	$896K	Buy	7,541 +293	+4%	+$33.7K	0.45%	48
2015 Q4	$782K	Sell	7,248 -267	-4%	-$30.9K	0.49%	50
2015 Q3	$872K	Buy	7,515 +973	+15%	+$113K	0.54%	48
2015 Q2	$774K	Buy	6,542 +5,146	+369%	+$610K	0.48%	38
2015 Q1	$170K	Sell	1,396 -5,435	-80%	-$659K	0.13%	76
2014 Q4	$816K	Buy	6,831 +2,724	+66%	+$325K	0.5%	23
2014 Q3	$486K	Buy	4,107 +71	+2%	+$8.44K	0.48%	9
2014 Q2	$481K	Buy	4,036 +509	+14%	+$60.2K	0.43%	12
2014 Q1	$413K	Buy	3,527 +37	+1%	+$4.29K	0.34%	15
2013 Q4	$399K	Buy	+3,490	New	+$399K	0.35%	17

Other funds holding LQD

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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 Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

EFG Asset Management (Americas)'s LQD Position: Q3 2025 in Review

EFG Asset Management (Americas) increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.99% in Q3 2025, buying an estimated $101K and bringing the position to 93,045 shares worth $10.4M. The position accounts for 1.79% of the portfolio, ranked #11.

EFG Asset Management (Americas) first reported a position in LQD in Q4 2013 and has held it in 48 quarters since. 1,045 funds tracked by Wall St. Rank hold LQD as of Q3 2025.

EFG Asset Management (Americas) held 93,045 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $10.4M as of Q3 2025.
EFG Asset Management (Americas) bought 915 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $101K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 1.79% of EFG Asset Management (Americas)'s portfolio in Q3 2025, its #11 holding.
EFG Asset Management (Americas) first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2013 and has held it in 48 quarters since.
1,045 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2025.

Based on EFG Asset Management (Americas)'s 13F filing for Q3 2025, filed 14 Nov 2025.