LQD ISHARES TR

Ownership history in Capula Management Ltd  ·  11 quarters on record

This page tracks every 13F SEC filing in which Capula Management Ltd 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
5.51% (2016 Q3)
Avg. % of fund
1.55%
First filed
2016 Q3
Last filed
2025 Q3
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 4,000,000 +2,000,000 +100.0% 2.22% $445.9M $109.04
2024 Q4 ADDED 2,000,000 +1,450,000 +263.6% 1.24% $213.7M $101.40
2024 Q2 REDUCED 550,000 -800,000 -59.3% 0.48% $58.9M $99.16
2024 Q2 REDUCED 1,350,000 -150,000 -10.0% 1.19% $144.6M $99.16
2023 Q1 ADDED 1,500,000 +1,300,000 +650.0% 1.99% $164.4M $96.17
2021 Q3 REDUCED 200,000 -590,000 -74.7% 0.33% $26.6M $111.54
2021 Q2 ADDED 790,000 +740,000 +1480.0% 1.71% $105.8M $112.05
2021 Q2 UNCHANGED 50,000 0% 0.11% $6.7M $112.05
2021 Q1 REDUCED 50,000 -775,000 -93.9% 0.13% $6.5M $107.82
2021 Q1 REDUCED 825,000 -19,675,000 -96.0% 2.11% $107.1M $107.82
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% of Fund (quarterly)    LQD price (monthly, adj. close)
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