Kovitz Investment Group Partners
LQD icon

Kovitz Investment Group Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-36,085
Closed -$4.02M – 955
2025
Q3 		$4.02M Buy
36,085
+926
+3% +$102K 0.02% 505
2025
Q2 		$3.85M Sell
35,159
-30,365
-46% -$3.26M 0.02% 492
2025
Q1 		$7.12M Buy
65,524
+25,310
+63% +$2.73M 0.04% 337
2024
Q4 		$4.3M Sell
40,214
-18,977
-32% -$2.08M 0.02% 427
2024
Q3 		$6.69M Buy
59,191
+50,471
+579% +$5.58M 0.05% 296
2024
Q2 		$934K Sell
8,720
-209
-2% -$22.3K 0.01% 551
2024
Q1 		$973K Sell
8,929
-503
-5% -$54.7K 0.01% 411
2023
Q4 		$1.04M Sell
9,432
-1,278
-12% -$133K 0.02% 290
2023
Q3 		$1.09M Sell
10,710
-292
-3% -$30.8K 0.02% 273
2023
Q2 		$1.19M Sell
11,002
-480
-4% -$51.9K 0.02% 279
2023
Q1 		$1.26M Buy
11,482
+27
+0.2% +$2.92K 0.02% 266
2022
Q4 		$1.21M Sell
11,455
-92
-0.8% -$9.63K 0.02% 258
2022
Q3 		$1.18M Sell
11,547
-419
-4% -$46.2K 0.03% 251
2022
Q2 		$1.32M Sell
11,966
-430
-3% -$48.6K 0.03% 249
2022
Q1 		$1.5M Sell
12,396
-11,104
-47% -$1.39M 0.03% 252
2021
Q4 		$3.25M Buy
23,500
+1,553
+7% +$206K 0.08% 167
2021
Q3 		$2.92M Buy
21,947
+25
+0.1% +$3.38K 0.06% 199
2021
Q2 		$2.94M Buy
21,922
+862
+4% +$114K 0.06% 205
2021
Q1 		$2.74M Sell
21,060
-2,440
-10% -$325K 0.06% 191
2020
Q4 		$3.25M Sell
23,500
-250
-1% -$34K 0.08% 163
2020
Q3 		$3.2M Buy
23,750
+736
+3% +$100K 0.09% 153
2020
Q2 		$3.1M Buy
23,014
+9,079
+65% +$1.18M 0.1% 145
2020
Q1 		$1.72M Sell
13,935
-2,475
-15% -$315K 0.06% 188
2019
Q4 		$2.1M Buy
16,410
+695
+4% +$88.5K 0.06% 194
2019
Q3 		$2M Sell
15,715
-616
-4% -$77.6K 0.06% 197
2019
Q2 		$2.03M Sell
16,331
-70
-0.4% -$8.41K 0.06% 194
2019
Q1 		$1.95M Buy
+16,401
New +$1.9M 0.06% 201

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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
SAMU
SONA Asset Management (US) New York $4.76B AUM 23.76% 1-Year Est. Return

Kovitz Investment Group Partners's LQD Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2025, closing a stake of 36,085 shares — an estimated $4.02M sold.

Kovitz Investment Group Partners first reported a position in LQD in Q1 2019 and held it in 27 quarters. The position peaked at $7.12M in Q1 2025. 1,146 funds tracked by Wall St. Rank hold LQD as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 36,085 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $4.02M.
  • Kovitz Investment Group Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2019 and held it in 27 quarters.
  • Kovitz Investment Group Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $7.12M in Q1 2025.
  • 1,146 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.