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
2024 Q4 REDUCED 60,688 -8,072 -11.7% 2.22% $6.5M $101.40
2024 Q3 ADDED 68,760 +24,410 +55.0% 2.62% $7.8M $105.72
2024 Q2 REDUCED 44,350 -2,168 -4.7% 1.69% $4.8M $99.16
2024 Q1 ADDED 46,518 +46,330 +24643.6% 1.83% $5.1M $99.67
2023 Q4 REDUCED 188 -9,963 -98.1% 0.01% $21K $100.54
2023 Q3 ADDED 10,151 +8,593 +551.5% 0.44% $1.0M $91.32
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% of Fund (quarterly)    LQD price (monthly, adj. close)
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