UBS Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $276M | Sell |
2,530,000
-3,570,500
| -59% | -$394M | 0.04% | 465 |
|
|
2025
Q4 | $672M | Buy |
6,100,500
+5,900,500
| +2,950% | +$656M | 0.11% | 173 |
|
|
2025
Q3 | $22.3M | Sell |
200,000
-2,549,600
| -93% | -$280M | ﹤0.01% | 2436 |
|
|
2025
Q2 | $301M | Buy |
2,749,600
+1,999,600
| +267% | +$215M | 0.05% | 368 |
|
|
2025
Q1 | $81.5M | Sell |
750,000
-6,445,000
| -90% | -$694M | 0.02% | 1065 |
|
|
2024
Q4 | $769M | Sell |
7,195,000
-1,796,100
| -20% | -$197M | 0.14% | 137 |
|
|
2024
Q3 | $1.02B | Buy |
8,991,100
+6,370,000
| +243% | +$705M | 0.22% | 82 |
|
|
2024
Q2 | $281M | Sell |
2,621,100
-3,328,200
| -56% | -$355M | 0.07% | 264 |
|
|
2024
Q1 | $648M | Buy |
5,949,300
+2,531,500
| +74% | +$275M | 0.16% | 118 |
|
|
2023
Q4 | $378M | Buy |
3,417,800
+1,717,800
| +101% | +$179M | 0.11% | 182 |
|
|
2023
Q3 | $173M | Sell |
1,700,000
-1,175,000
| -41% | -$124M | 0.06% | 323 |
|
|
2023
Q2 | $311M | Buy |
2,875,000
+1,572,000
| +121% | +$170M | 0.11% | 193 |
|
|
2023
Q1 | $143M | Sell |
1,303,000
-647,000
| -33% | -$70.1M | 0.05% | 347 |
|
|
2022
Q4 | $206M | Buy |
1,950,000
+990,000
| +103% | +$104M | 0.08% | 270 |
|
|
2022
Q3 | $98.4M | Sell |
960,000
-615,000
| -39% | -$67.8M | 0.04% | 432 |
|
|
2022
Q2 | $173M | Sell |
1,575,000
-1,834,100
| -54% | -$207M | 0.07% | 289 |
|
|
2022
Q1 | $412M | Buy |
3,409,100
+1,419,100
| +71% | +$177M | 0.14% | 150 |
|
|
2021
Q4 | $264M | Buy |
1,990,000
+1,855,000
| +1,374% | +$247M | 0.08% | 271 |
|
|
2021
Q3 | $18M | Sell |
135,000
-2,969,200
| -96% | -$401M | 0.01% | 1586 |
|
|
2021
Q2 | $417M | Buy |
3,104,200
+2,618,000
| +538% | +$345M | 0.13% | 154 |
|
|
2021
Q1 | $63.2M | Sell |
486,200
-8,369,300
| -95% | -$1.11B | 0.02% | 707 |
|
|
2020
Q4 | $1.22B | Buy |
8,855,500
+4,515,300
| +104% | +$615M | 0.41% | 41 |
|
|
2020
Q3 | $585M | Buy |
4,340,200
+4,279,400
| +7,038% | +$583M | 0.22% | 110 |
|
|
2020
Q2 | $8.18M | Buy |
+60,800
| New | +$7.91M | ﹤0.01% | 1669 |
|
|
2020
Q1 | – | Sell |
-2,062,500
| Closed | -$264M | – | 8203 |
|
|
2019
Q4 | $264M | Buy |
2,062,500
+732,500
| +55% | +$93.3M | 0.09% | 211 |
|
|
2019
Q3 | $170M | Buy |
1,330,000
+260,000
| +24% | +$32.8M | 0.07% | 280 |
|
|
2019
Q2 | $133M | Buy |
1,070,000
+820,000
| +328% | +$98.5M | 0.05% | 320 |
|
|
2019
Q1 | $29.8M | Sell |
250,000
-500,000
| -67% | -$57.9M | 0.01% | 908 |
|
|
2018
Q4 | $84.6M | Buy |
750,000
+550,000
| +275% | +$61.8M | 0.04% | 420 |
|
|
2018
Q3 | $23M | Sell |
200,000
-100,000
| -33% | -$11.5M | 0.01% | 1115 |
|
|
2018
Q2 | $34.4M | Buy |
+300,000
| New | +$34.5M | 0.01% | 855 |
|
|
2017
Q4 | – | Sell |
-5,300
| Closed | -$643K | – | 7985 |
|
|
2017
Q3 | $643K | Buy |
+5,300
| New | +$640K | ﹤0.01% | 4033 |
|
|
2017
Q1 | – | Sell |
-1,701,900
| Closed | -$199M | – | 7822 |
|
|
2016
Q4 | $199M | Buy |
1,701,900
+1,540,000
| +951% | +$183M | 0.11% | 206 |
|
|
2016
Q3 | $19.9M | Buy |
161,900
+161,200
| +23,029% | +$19.9M | 0.01% | 983 |
|
|
2016
Q2 | $86K | Buy |
+700
| New | +$84K | ﹤0.01% | 5133 |
|
|
2015
Q1 | – | Sell |
-5,000
| Closed | -$597K | – | 9098 |
|
|
2014
Q4 | $597K | Buy |
+5,000
| New | +$596K | ﹤0.01% | 4033 |
|
Other funds holding LQD
MYLI
N
B
UBS Group's LQD Position: Q1 2026 in Review
UBS Group reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 10% in Q1 2026, selling an estimated $65.9M and leaving 5,103,672 shares worth $556M. The position accounts for 0.08% of the portfolio, ranked #244.
UBS Group first reported a position in LQD in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.28B in Q4 2019. 1,096 funds tracked by Wall St. Rank hold LQD as of Q1 2026.
- UBS Group held 5,103,672 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $556M as of Q1 2026.
- UBS Group sold 597,345 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $65.9M.
- iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.08% of UBS Group's portfolio in Q1 2026, its #244 holding.
- UBS Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2014 and has held it in 46 quarters since.
- UBS Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.28B in Q4 2019.
- 1,096 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.