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Periscope Capital’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Periscope Capital’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
-400,000
Closed -$44.1M – 437
2025
Q4 		$44.1M Hold
400,000
– – 5.04% 4
2025
Q3 		$44.6M Hold
400,000
– – 7.09% 1
2025
Q2 		$43.8M Buy
400,000
+30,000
+8% +$3.22M 9.66% 1
2025
Q1 		$40.2M Hold
370,000
– – 17.41% 1
2024
Q4 		$39.5M Buy
370,000
+100,000
+37% +$10.9M 21.89% 1
2024
Q3 		$30.5M Buy
270,000
+110,000
+69% +$12.2M 15.86% 1
2024
Q2 		$17.1M Hold
160,000
– – 5.81% 1
2024
Q1 		$17.4M Buy
+160,000
New +$17.4M 4.4% 1

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 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
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return