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LQDLQD
30 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in ISHARES IBOXX INVESTMENT GRA

Steward Partners Investment Advisory, LLC holds 141,621 shares of LQD (ISHARES IBOXX INVESTMENT GRA), worth $15.4M as of 2026-Q2. The position was increased (+9.2% shares). LQD represents 0.1% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$15.4M

Current Shares

141,621

Total Value Change

+$11.4M

Total Shares Change

+107,329

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
141,621
+9.2%
$15.4M0.1%$108.69
31
2026-Q1
Decreased
129,729
-9.6%
$14.1M0.1%$106.87
0
2025-Q4
Increased
143,521
+71.5%
$15.8M0.1%$107.28
42
2025-Q3
Increased
83,708
+57.5%
$9.3M0.1%$106.92
39
2025-Q2
Increased
53,137
+17.1%
$5.8M0.0%$103.96
32
2025-Q1
Increased
45,395
+62.5%
$4.9M0.0%$101.91
39
2024-Q4
Increased
27,943
+18.2%
$3M0.0%$99.43
31
2024-Q3
Increased
23,638
+13.9%
$2.7M0.0%$103.66
30
2024-Q2
Decreased
20,760
-19.1%
$2.2M0.0%$97.23
0
2024-Q1
Decreased
25,666
-46.4%
$2.8M0.0%$97.73
0
2023-Q4
Increased
47,836
+58.1%
$5.3M0.1%$98.58
39
2023-Q3
Increased
30,250
+70.0%
$3.1M0.0%$89.54
39
2023-Q2
Decreased
17,789
-16.0%
$1.9M0.0%$93.95
0
2023-Q1
Decreased
21,177
-16.6%
$2.3M0.0%$94.30
0
2022-Q4
Decreased
25,398
-20.1%
$2.7M0.0%$90.11
0
2022-Q3
Increased
31,787
+0.6%
$3.3M0.1%$86.47
27
2022-Q2
Decreased
31,603
-39.1%
$3.5M0.1%$92.14
0
2022-Q1
Decreased
51,928
-6.2%
$6.3M0.1%$100.59
0
2021-Q4
Decreased
55,380
-2.3%
$7.3M0.1%$109.79
0
2021-Q3
Decreased
56,684
-25.4%
$7.5M0.1%$109.37
0
2021-Q2
Decreased
75,977
-68.1%
$10.2M0.2%$110.35
0
2021-Q1
Increased
238,068
+86.0%
$15.5B0.3%$106.18
59
2020-Q4
Increased
127,975
+9.4%
$17.7M0.4%$111.84
37
2020-Q3
Increased
117,005
+2.8%
$15.8M0.4%$108.17
35
2020-Q2
Increased
113,799
+143.0%
$15.3M0.4%$107.29
54
2020-Q1
Increased
46,831
+1.9%
$5.8M0.2%$97.79
33
2019-Q4
Decreased
45,968
-1.8%
$5.9M0.2%$100.79
0
2019-Q3
Increased
46,793
+6.7%
$6M0.2%$99.34
35
2019-Q2
Increased
43,858
+27.9%
$5.5M0.2%$96.11
40
2019-Q1
New
34,292
-
$4.1M0.2%$91.18
44

Other major holders of LQD: BNP PARIBAS FINANCIAL MARKETS, Nuveen Asset Management, LLC, BANK OF AMERICA CORP /DE/

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