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

Evelyn Partners Investment 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 		$24.5K Hold
225
– – ﹤0.01% 323
2025
Q4 		$24.8K Buy
+225
New +$25K ﹤0.01% 327

Other funds holding LQD

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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 Investment Management's LQD Position: Q1 2026 in Review

Evelyn Partners Investment Management held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q1 2026 at 225 shares worth $24.5K. The position accounts for ﹤0.01% of the portfolio, ranked #323.

Evelyn Partners Investment Management first reported a position in LQD in Q4 2025 and has held it in 2 quarters since. The position peaked at $24.8K in Q4 2025. 1,103 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Evelyn Partners Investment Management held 225 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $24.5K as of Q1 2026.
  • Evelyn Partners Investment 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 Investment Management's portfolio in Q1 2026, its #323 holding.
  • Evelyn Partners Investment Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Evelyn Partners Investment Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $24.8K in Q4 2025.
  • 1,103 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

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