Marshall Wace’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Marshall Wace’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	–	Sell	-6,800	Closed	-$749K	–	3492
2025 Q4	$749K	Buy	+6,800	New	+$756K	﹤0.01%	2071
2025 Q3	–	Sell	-16,400	Closed	-$1.8M	–	3176
2025 Q2	$1.8M	Buy	+16,400	New	+$1.76M	﹤0.01%	1608
2024 Q1	–	Sell	-200	Closed	-$22.1K	–	2658
2023 Q4	$22.1K	Buy	+200	New	+$20.8K	﹤0.01%	2100
2023 Q2	–	Sell	-29,500	Closed	-$3.23M	–	2745
2023 Q1	$3.23M	Buy	+29,500	New	+$3.19M	0.01%	1209
2022 Q3	–	Sell	-160,100	Closed	-$17.6M	–	3598
2022 Q2	$17.6M	Sell	160,100 -259,700	-62%	-$29.3M	0.04%	530
2022 Q1	$50.8M	Buy	+419,800	New	+$52.4M	0.1%	223
2021 Q4	–	Sell	-34,300	Closed	-$4.56M	–	4112
2021 Q3	$4.56M	Buy	+34,300	New	+$4.64M	0.02%	984
2021 Q2	–	Sell	-830,000	Closed	-$108M	–	2879
2021 Q1	$108M	Buy	+830,000	New	+$110M	0.49%	28
2020 Q4	–	Sell	-26,600	Closed	-$3.61M	–	2051
2020 Q3	$3.61M	Buy	+26,600	New	+$3.63M	0.02%	625

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Marshall Wace's LQD Position: Q1 2026 in Review

Marshall Wace increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 151% in Q1 2026, buying an estimated $18.1M and bringing the position to 273,400 shares worth $29.8M. The position accounts for 0.03% of the portfolio, ranked #552.

Marshall Wace first reported a position in LQD in Q1 2018 and has held it in 26 quarters since. The position peaked at $181M in Q1 2024. 1,095 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

Marshall Wace held 273,400 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $29.8M as of Q1 2026.
Marshall Wace bought 164,433 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $18.1M.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.03% of Marshall Wace's portfolio in Q1 2026, its #552 holding.
Marshall Wace first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2018 and has held it in 26 quarters since.
Marshall Wace's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $181M in Q1 2024.
1,095 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.