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.
| 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 |
| 2024 Q4 | ADDED | 137,908 | +9,952 | +7.8% | 2.66% | $14.7M | $101.40 |
| 2024 Q3 | ADDED | 127,956 | +29,129 | +29.5% | 2.84% | $14.5M | $105.72 |
| 2024 Q2 | ADDED | 98,827 | +3,673 | +3.9% | 2.95% | $10.6M | $99.16 |
| 2024 Q1 | ADDED | 95,154 | +20,686 | +27.8% | 2.90% | $10.4M | $99.67 |
| 2023 Q4 | ADDED | 74,468 | +10,725 | +16.8% | 2.84% | $8.2M | $100.54 |
| 2023 Q3 | ADDED | 63,743 | +9,879 | +18.3% | 2.53% | $6.5M | $91.32 |
As of 2025 Q4 — sorted by position size