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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
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 $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $369B AUM 31.66% 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 $45.6B AUM 18.83% 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 $6.19B AUM 16.5% 1-Year Est. Return

Everstar Asset Management's LQD Position: Q1 2026 in Review

Everstar Asset Management reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 15% in Q1 2026, selling an estimated $100K and leaving 5,316 shares worth $579K. The position accounts for 0.31% of the portfolio, ranked #101.

Everstar Asset Management first reported a position in LQD in Q3 2024 and has held it in 7 quarters since. The position peaked at $826K in Q3 2024. 1,095 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Everstar Asset Management held 5,316 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $579K as of Q1 2026.
  • Everstar Asset Management sold 911 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $100K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.31% of Everstar Asset Management's portfolio in Q1 2026, its #101 holding.
  • Everstar Asset Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • Everstar Asset Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $826K in Q3 2024.
  • 1,095 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Everstar Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.