LQD ISHARES TR

Ownership history in Balefire, LLC  ·  20 quarters on record

This page tracks every 13F SEC filing in which Balefire, LLC reported a position in ISHARES TR (LQD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.62% (2024 Q3)
Avg. % of fund
0.84%
First filed
2018 Q4
Last filed
2025 Q4
Quarters held
20
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 58,892 -591 -1.0% 1.26% $6.5M $109.41
2025 Q3 REDUCED 59,483 -448 -0.7% 1.32% $6.6M $109.04
2025 Q2 REDUCED 59,931 -306 -0.5% 1.43% $6.6M $106.02
2025 Q1 REDUCED 60,237 -451 -0.7% 2.24% $6.5M $103.92
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    LQD price (monthly, adj. close)
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