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

Ocean Park 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	–	Sell	-19,898	Closed	-$2.19M	–	84
2025 Q4	$2.19M	Buy	19,898 +6,944	+54%	+$772K	0.1%	63
2025 Q3	$1.44M	Buy	12,954 +1,601	+14%	+$176K	0.06%	75
2025 Q2	$1.23M	Hold	11,353	–	–	0.04%	62
2025 Q1	$1.23M	Buy	+11,353	New	+$1.22M	0.04%	62
2024 Q4	–	Sell	-4,620	Closed	-$522K	–	91
2024 Q3	$522K	Buy	+4,620	New	+$511K	0.02%	64
2024 Q2	–	Sell	-574,960	Closed	-$62.6M	–	79
2024 Q1	$62.6M	Buy	574,960 +834	+0.1%	+$90.6K	2.95%	11
2023 Q4	$63.5M	Buy	+574,126	New	+$59.8M	3.11%	8

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

Ocean Park Asset Management's LQD Position: Q1 2026 in Review

Ocean Park Asset Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2026, closing a stake of 19,898 shares — an estimated $2.19M sold.

Ocean Park Asset Management first reported a position in LQD in Q4 2023 and held it in 7 quarters. The position peaked at $63.5M in Q4 2023. 1,095 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

Ocean Park Asset Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Ocean Park Asset Management sold 19,898 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $2.19M.
Ocean Park Asset Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2023 and held it in 7 quarters.
Ocean Park Asset Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $63.5M in Q4 2023.
1,095 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Ocean Park Asset Management's 13F filing for Q1 2026, filed 15 Apr 2026.