EWA
LQD icon

EP Wealth Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

EP Wealth Advisors’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 		$381K Sell
3,497
-54
-2% -$5.88K ﹤0.01% 1161
2026
Q1 		$387K Buy
3,551
+428
+14% +$47.2K ﹤0.01% 1023
2025
Q4 		$344K Buy
+3,123
New +$347K ﹤0.01% 1059
2025
Q2 		$601K Buy
5,480
+1,151
+27% +$124K ﹤0.01% 716
2025
Q1 		$471K Sell
4,329
-6,931
-62% -$747K ﹤0.01% 730
2024
Q4 		$1.2M Buy
11,260
+7,519
+201% +$823K 0.01% 449
2024
Q3 		$423K Sell
3,741
-286
-7% -$31.6K ﹤0.01% 743
2024
Q2 		$431K Buy
4,027
+1,309
+48% +$140K ﹤0.01% 568
2024
Q1 		$296K Sell
2,718
-1,039
-28% -$113K ﹤0.01% 629
2023
Q4 		$416K Buy
3,757
+2,365
+170% +$246K 0.01% 530
2023
Q3 		$142K Buy
+1,392
New +$147K ﹤0.01% 703
2023
Q2 		– Sell
-26,687
Closed -$8.49K – 704
2023
Q1 		$8.49K Buy
26,687
+19,797
+287% +$2.14M ﹤0.01% 623
2022
Q4 		$726K Buy
+6,890
New +$721K 0.01% 328
2022
Q3 		– Sell
-4,352
Closed -$479K – 502
2022
Q2 		$479K Buy
4,352
+881
+25% +$99.5K 0.01% 380
2022
Q1 		$420K Sell
3,471
-208
-6% -$25.9K 0.01% 416
2021
Q4 		$487K Buy
3,679
+455
+14% +$60.5K 0.01% 361
2021
Q3 		$429K Sell
3,224
-621
-16% -$83.9K 0.01% 361
2021
Q2 		$517K Sell
3,845
-3,092
-45% -$408K 0.01% 330
2021
Q1 		$902K Buy
6,937
+3,782
+120% +$503K 0.03% 241
2020
Q4 		$436K Buy
3,155
+3
+0.1% +$409 0.02% 291
2020
Q3 		$425K Sell
3,152
-201
-6% -$27.4K 0.02% 245
2020
Q2 		$451K Sell
3,353
-4,071
-55% -$529K 0.02% 256
2020
Q1 		$917K Buy
7,424
+1,244
+20% +$159K 0.04% 181
2019
Q4 		$791K Buy
6,180
+7
+0.1% +$891 0.03% 218
2019
Q3 		$787K Sell
6,173
-111
-2% -$14K 0.04% 188
2019
Q2 		$782K Buy
6,284
+3,401
+118% +$408K 0.05% 157
2019
Q1 		$343K Buy
2,883
+280
+11% +$32.4K 0.03% 193
2018
Q4 		$294K Buy
2,603
+129
+5% +$14.5K 0.02% 214
2018
Q3 		$284K Buy
+2,474
New +$285K 0.02% 227
2018
Q2 		– Sell
-3,854
Closed -$452K – 204
2018
Q1 		$452K Buy
3,854
+135
+4% +$15.9K 0.04% 124
2017
Q4 		$452K Buy
3,719
+134
+4% +$16.2K 0.05% 117
2017
Q3 		$435K Sell
3,585
-259
-7% -$31.3K 0.05% 112
2017
Q2 		$463K Buy
3,844
+147
+4% +$17.6K 0.06% 110
2017
Q1 		$436K Sell
3,697
-1,097
-23% -$129K 0.06% 94
2016
Q4 		$325K Sell
4,794
-1,732
-27% -$206K 0.05% 102
2016
Q3 		$804K Buy
6,526
+190
+3% +$23.4K 0.13% 57
2016
Q2 		$778K Buy
6,336
+929
+17% +$111K 0.12% 59
2016
Q1 		$642K Buy
5,407
+1,453
+37% +$167K 0.1% 69
2015
Q4 		$451K Sell
3,954
-71
-2% -$8.21K 0.08% 98
2015
Q3 		$467K Sell
4,025
-2,090
-34% -$242K 0.09% 84
2015
Q2 		$708K Buy
6,115
+1,010
+20% +$120K 0.13% 58
2015
Q1 		$621K Sell
5,105
-39,636
-89% -$4.81M 0.12% 64
2014
Q4 		$5.34M Buy
+44,741
New +$5.33M 0.88% 43
2014
Q2 		– Sell
-2,070
Closed -$242K – 115
2014
Q1 		$242K Sell
2,070
-78,435
-97% -$9.1M 0.07% 96
2013
Q4 		$9.19M Buy
80,505
+78,205
+3,400% +$8.93M 2.38% 20
2013
Q3 		$261K Buy
+2,300
New +$260K 0.08% 87

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

EP Wealth Advisors's LQD Position: Q2 2026 in Review

EP Wealth Advisors reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 1.5% in Q2 2026, selling an estimated $5.88K and leaving 3,497 shares worth $381K. The position accounts for ﹤0.01% of the portfolio, ranked #1161.

EP Wealth Advisors first reported a position in LQD in Q3 2013 and has held it in 46 quarters since. The position peaked at $9.19M in Q4 2013. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • EP Wealth Advisors held 3,497 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $381K as of Q2 2026.
  • EP Wealth Advisors sold 54 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $5.88K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1161 holding.
  • EP Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2013 and has held it in 46 quarters since.
  • EP Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $9.19M in Q4 2013.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.