Creekmur Asset Management LLC LQD β€” ISHARES TR

Ownership history in Creekmur Asset Management LLC  Β·  2 quarters on record

AI Ownership Summary

Creekmur Asset Management LLC reported ISHARES TR (LQD) in 2 quarterly 13F filings from 2024 Q1 through 2025 Q2. Peak portfolio weight reached 0.01% in 2024 Q1. The latest visible filing shows LQD at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LQD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Creekmur Asset Management LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q2

LQD was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Creekmur Asset Management LLC held LQD β€” position size vs. price
% of Fund (quarterly)    LQD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 REDUCED 97.1% +3.0% ❌ 7 -231 -97.1% 0.00% $767 2025-08-04 $105.79
2024 Q1 INITIATED β€” β€” β€” 238 β€” β€” 0.01% $26K 2024-05-16 $97.92

FAQ About Creekmur Asset Management LLC and LQD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Creekmur Asset Management LLC reported owning LQD?

Creekmur Asset Management LLC reported LQD across 2 quarterly 13F filings, from 2024 Q1 through 2025 Q2.

What was the largest reported LQD position in Creekmur Asset Management LLC's portfolio?

The largest reported portfolio weight for LQD was 0.01% in 2024 Q1.

What is the latest reported LQD position on this page?

The most recent filing on this page is 2025 Q2, when Creekmur Asset Management LLC reported 7 shares, equal to 0.00% of portfolio, with an estimated market value of $767.

What does the chart on this LQD ownership page compare?

The chart compares Creekmur Asset Management LLC's quarterly LQD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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