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 | $743M | Sell |
6,816,553
-24,947
| -0.4% | -$2.75M | 0.11% | 175 |
|
|
2025
Q4 | $754M | Buy |
6,841,500
+6,641,500
| +3,321% | +$738M | 0.12% | 146 |
|
|
2025
Q3 | $22.3M | Sell |
200,000
-1,151,000
| -85% | -$127M | ﹤0.01% | 2437 |
|
|
2025
Q2 | $148M | Buy |
1,351,000
+1,046,600
| +344% | +$112M | 0.03% | 703 |
|
|
2025
Q1 | $33.1M | Buy |
304,400
+304,100
| +101,367% | +$32.8M | 0.01% | 1867 |
|
|
2024
Q4 | $32.1K | Sell |
300
-1,274,700
| -100% | -$139M | ﹤0.01% | 7559 |
|
|
2024
Q3 | $144M | Sell |
1,275,000
-120,600
| -9% | -$13.3M | 0.03% | 552 |
|
|
2024
Q2 | $149M | Sell |
1,395,600
-1,208,900
| -46% | -$129M | 0.04% | 452 |
|
|
2024
Q1 | $284M | Buy |
+2,604,500
| New | +$283M | 0.07% | 273 |
|
|
2023
Q4 | – | Sell |
-149,900
| Closed | -$15.3M | – | 9647 |
|
|
2023
Q3 | $15.3M | Sell |
149,900
-4,253,400
| -97% | -$448M | 0.01% | 1675 |
|
|
2023
Q2 | $476M | Buy |
4,403,300
+3,242,100
| +279% | +$351M | 0.16% | 132 |
|
|
2023
Q1 | $127M | Buy |
1,161,200
+811,200
| +232% | +$87.8M | 0.05% | 381 |
|
|
2022
Q4 | $36.9M | Sell |
350,000
-4,856,400
| -93% | -$508M | 0.01% | 996 |
|
|
2022
Q3 | $533M | Buy |
5,206,400
+1,643,900
| +46% | +$181M | 0.23% | 90 |
|
|
2022
Q2 | $392M | Sell |
3,562,500
-11,588,800
| -76% | -$1.31B | 0.16% | 130 |
|
|
2022
Q1 | $1.83B | Buy |
15,151,300
+13,121,300
| +646% | +$1.64B | 0.61% | 18 |
|
|
2021
Q4 | $269M | Buy |
2,030,000
+1,550,000
| +323% | +$206M | 0.08% | 263 |
|
|
2021
Q3 | $63.9M | Sell |
480,000
-2,464,700
| -84% | -$333M | 0.02% | 740 |
|
|
2021
Q2 | $396M | Sell |
2,944,700
-174,100
| -6% | -$22.9M | 0.13% | 160 |
|
|
2021
Q1 | $406M | Sell |
3,118,800
-1,664,900
| -35% | -$222M | 0.13% | 158 |
|
|
2020
Q4 | $661M | Sell |
4,783,700
-3,926,100
| -45% | -$535M | 0.22% | 99 |
|
|
2020
Q3 | $1.17B | Buy |
8,709,800
+6,838,900
| +366% | +$932M | 0.44% | 42 |
|
|
2020
Q2 | $252M | Buy |
1,870,900
+1,761,100
| +1,604% | +$229M | 0.11% | 203 |
|
|
2020
Q1 | $13.6M | Sell |
109,800
-151,200
| -58% | -$19.3M | 0.01% | 1207 |
|
|
2019
Q4 | $33.4M | Buy |
261,000
+115,000
| +79% | +$14.6M | 0.01% | 1015 |
|
|
2019
Q3 | $18.6M | Hold |
146,000
| – | – | 0.01% | 1298 |
|
|
2019
Q2 | $18.2M | Hold |
146,000
| – | – | 0.01% | 1279 |
|
|
2019
Q1 | $17.4M | Sell |
146,000
-1,462,900
| -91% | -$169M | 0.01% | 1229 |
|
|
2018
Q4 | $182M | Buy |
1,608,900
+430,000
| +36% | +$48.3M | 0.08% | 233 |
|
|
2018
Q3 | $135M | Buy |
1,178,900
+682,900
| +138% | +$78.7M | 0.05% | 318 |
|
|
2018
Q2 | $56.8M | Sell |
496,000
-1,634,000
| -77% | -$188M | 0.02% | 594 |
|
|
2018
Q1 | $250M | Buy |
2,130,000
+1,730,000
| +433% | +$204M | 0.11% | 204 |
|
|
2017
Q4 | $48.6M | Buy |
+400,000
| New | +$48.4M | 0.02% | 686 |
|
|
2017
Q3 | – | Sell |
-86,400
| Closed | -$10.4M | – | 7880 |
|
|
2017
Q2 | $10.4M | Buy |
+86,400
| New | +$10.3M | 0.01% | 1504 |
|
|
2017
Q1 | – | Sell |
-2,105,900
| Closed | -$247M | – | 7823 |
|
|
2016
Q4 | $247M | Buy |
2,105,900
+1,252,900
| +147% | +$149M | 0.14% | 171 |
|
|
2016
Q3 | $105M | Buy |
853,000
+473,000
| +124% | +$58.3M | 0.06% | 303 |
|
|
2016
Q2 | $46.6M | Buy |
+380,000
| New | +$45.6M | 0.03% | 526 |
|
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.