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

Evelyn Partners Investment Management (Europe)’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 		$6.24M Sell
57,274
-1,184
-2% -$131K 2.15% 13
2025
Q4 		$6.44M Sell
58,458
-411
-0.7% -$45.7K 2.09% 13
2025
Q3 		$6.56M Buy
58,869
+2,157
+4% +$237K 2.27% 13
2025
Q2 		$6.22M Buy
56,712
+645
+1% +$69.2K 2.23% 12
2025
Q1 		$6.09M Sell
56,067
-721
-1% -$77.7K 2.28% 13
2024
Q4 		$6.07M Buy
+56,788
New +$6.21M 2.21% 14

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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 $81.2B AUM 27.81% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Evelyn Partners Investment Management (Europe)'s LQD Position: Q1 2026 in Review

Evelyn Partners Investment Management (Europe) reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 2% in Q1 2026, selling an estimated $131K and leaving 57,274 shares worth $6.24M. The position accounts for 2.15% of the portfolio, ranked #13.

Evelyn Partners Investment Management (Europe) first reported a position in LQD in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.56M in Q3 2025. 1,100 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Evelyn Partners Investment Management (Europe) held 57,274 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $6.24M as of Q1 2026.
  • Evelyn Partners Investment Management (Europe) sold 1,184 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $131K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 2.15% of Evelyn Partners Investment Management (Europe)'s portfolio in Q1 2026, its #13 holding.
  • Evelyn Partners Investment Management (Europe) 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 Investment Management (Europe)'s iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $6.56M in Q3 2025.
  • 1,100 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Evelyn Partners Investment Management (Europe)'s 13F filing for Q1 2026, filed 15 May 2026.