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EPIQ Capital Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

EPIQ Capital Group’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
2024
Q4 		$877K Buy
8,210
+116
+1% +$12.7K 0.23% 37
2024
Q3 		$914K Buy
8,094
+536
+7% +$59.3K 0.26% 34
2024
Q2 		$810K Buy
7,558
+86
+1% +$9.18K 0.29% 32
2024
Q1 		$814K Buy
7,472
+3,036
+68% +$330K 0.32% 28
2023
Q4 		$491K Buy
4,436
+65
+1% +$6.77K 0.23% 30
2023
Q3 		$446K Buy
4,371
+45
+1% +$4.75K 0.24% 31
2023
Q2 		$468K Buy
4,326
+47
+1% +$5.08K 0.25% 31
2023
Q1 		$469K Buy
4,279
+28
+0.7% +$3.03K 0.25% 29
2022
Q4 		$448K Buy
+4,251
New +$445K 0.25% 30
2020
Q1 		– Sell
-5,021
Closed -$642K – 42
2019
Q4 		$642K Buy
+5,021
New +$639K 0.16% 29

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
BlackRock
BlackRock New York $5.7T 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return