LQD — ISHARES TR

Ownership history in Lifeworks Advisors, LLC  ·  15 quarters on record

This page tracks every 13F SEC filing in which Lifeworks Advisors, 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
3.03% (2025 Q1)
Avg. % of fund
2.14%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 185,228 +10,485 +6.0% 2.64% $20.4M $109.41
2025 Q3 ADDED 174,743 +6,312 +3.7% 2.59% $19.5M $109.04
2025 Q2 ADDED 168,431 +510 +0.3% 2.75% $18.5M $106.02
2025 Q1 ADDED 167,921 +30,013 +21.8% 3.03% $18.3M $103.92
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    LQD price (monthly, adj. close)

Other funds also holding LQD

As of 2025 Q4 — sorted by position size

Empower Annuity Insurance Co 100.0% Penn Mutual Asset Management 3Y 7Y 84.99% Japan Science & Technology Agency 3Y 20.87% AOZORA BANK, LTD. 3Y 7Y 20.3% Symetra Investment Management Co 3Y 19.7% SONA ASSET MANAGEMENT (US) LLC 3Y 17.59% Summit Financial Consulting LLC 15.81% MUSTICO FINANCIAL GROUP, INC. 10.77% NYL Investors LLC 3Y 7Y 9.91% Westshore Wealth, LLC 3Y 9.14%
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