EAM
LQD icon

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

Everstar 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
Q2 		$578K Sell
5,295
-21
-0.4% -$2.29K 0.28% 105
2026
Q1 		$579K Sell
5,316
-911
-15% -$100K 0.31% 101
2025
Q4 		$682K Sell
6,227
-148
-2% -$16.5K 0.37% 85
2025
Q3 		$711K Hold
6,375
– – 0.4% 84
2025
Q2 		$699K Sell
6,375
-400
-6% -$42.9K 0.43% 77
2025
Q1 		$736K Sell
6,775
-370
-5% -$39.9K 0.49% 57
2024
Q4 		$763K Sell
7,145
-170
-2% -$18.6K 0.54% 50
2024
Q3 		$826K Buy
+7,315
New +$809K 0.57% 48

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Everstar Asset Management's LQD Position: Q2 2026 in Review

Everstar Asset Management reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.4% in Q2 2026, selling an estimated $2.29K and leaving 5,295 shares worth $578K. The position accounts for 0.28% of the portfolio, ranked #105.

Everstar Asset Management first reported a position in LQD in Q3 2024 and has held it in 8 quarters since. The position peaked at $826K in Q3 2024. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Everstar Asset Management held 5,295 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $578K as of Q2 2026.
  • Everstar Asset Management sold 21 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $2.29K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.28% of Everstar Asset Management's portfolio in Q2 2026, its #105 holding.
  • Everstar Asset Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • Everstar Asset Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $826K in Q3 2024.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Everstar Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.