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	0.22%	30
2023 Q3	$446K	Buy	4,371 +45	+1%	+$4.75K	0.23%	31
2023 Q2	$468K	Buy	4,326 +47	+1%	+$5.08K	0.24%	31
2023 Q1	$469K	Buy	4,279 +28	+0.7%	+$3.03K	0.24%	29
2022 Q4	$448K	Buy	+4,251	New	+$445K	0.24%	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 $3.01B AUM 7.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AIMU

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EPIQ Capital Group's LQD Position: Q4 2024 in Review

EPIQ Capital Group increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 1.4% in Q4 2024, buying an estimated $12.7K and bringing the position to 8,210 shares worth $877K. The position accounts for 0.23% of the portfolio, ranked #37.

EPIQ Capital Group first reported a position in LQD in Q4 2019 and has held it in 10 quarters since. The position peaked at $914K in Q3 2024. 1,083 funds tracked by Wall St. Rank hold LQD as of Q4 2024.

EPIQ Capital Group held 8,210 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $877K as of Q4 2024.
EPIQ Capital Group bought 116 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $12.7K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.23% of EPIQ Capital Group's portfolio in Q4 2024, its #37 holding.
EPIQ Capital Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 10 quarters since.
EPIQ Capital Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $914K in Q3 2024.
1,083 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2024.

Based on EPIQ Capital Group's 13F filing for Q4 2024, filed 7 Feb 2025.