EPAM
LQD icon

Evelyn Partners Asset Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Evelyn Partners Asset Management’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
Q1 		$29.6K Hold
272
– – 0.01% 209
2025
Q4 		$30K Hold
272
– – 0.01% 182
2025
Q3 		$30.3K Hold
272
– – 0.01% 179
2025
Q2 		$29.8K Hold
272
– – 0.01% 161
2025
Q1 		$29.6K Hold
272
– – 0.01% 159
2024
Q4 		$29.1K Buy
+272
New +$29.8K 0.01% 164

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Evelyn Partners Asset Management's LQD Position: Q1 2026 in Review

Evelyn Partners Asset Management held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q1 2026 at 272 shares worth $29.6K. The position accounts for 0.01% of the portfolio, ranked #209.

Evelyn Partners Asset Management first reported a position in LQD in Q4 2024 and has held it in 6 quarters since. The position peaked at $30.3K in Q3 2025. 1,105 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Evelyn Partners Asset Management held 272 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $29.6K as of Q1 2026.
  • Evelyn Partners Asset Management left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q1 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #209 holding.
  • Evelyn Partners Asset Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Asset Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $30.3K in Q3 2025.
  • 1,105 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.