Qube Research & Technologies Ltd LQD — ISHARES TR

Ownership history in Qube Research & Technologies Ltd  ·  23 quarters on record

AI Ownership Summary

Qube Research & Technologies Ltd reported ISHARES TR (LQD) in 23 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.34% in 2025 Q4. The latest visible filing shows LQD at 0.01% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LQD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Qube Research & Technologies Ltd'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 Q4

LQD was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.34% in 2025 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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.

LQD stock page Qube Research & Technologies Ltd fund profile Qube Research & Technologies Ltd full holdings
How Qube Research & Technologies Ltd held LQD — position size vs. price
% of Fund (quarterly)    LQD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 12 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 97.4% -0.4% ✅ 77,161 -2,922,839 -97.4% 0.01% $8.5M 2026-02-14 (Est.) $110.32
2025 Q4 ADDED — — — 3,000,000 +2,764,168 +1172.1% 0.34% $330.6M 2026-02-14 (Est.) $110.32
2025 Q3 ADDED — — — 235,832 +108,529 +85.3% 0.03% $26.3M 2025-11-14 $107.77
2025 Q2 ADDED — — — 127,303 +67,020 +111.2% 0.01% $14.0M 2025-08-14 $106.25
2025 Q1 REDUCED 73.7% +2.0% ❌ 60,283 -168,625 -73.7% 0.01% $6.6M 2025-05-15 $102.20
2024 Q4 ADDED — — — 228,908 +190,866 +501.7% 0.03% $24.5M 2025-02-14 $102.04
2024 Q3 REDUCED 6.9% -3.8% ✅ 38,042 -2,836 -6.9% 0.01% $4.3M 2024-11-14 $101.17
2024 Q2 REDUCED 45.6% +6.6% ❌ 40,878 -34,297 -45.6% 0.01% $4.4M 2024-08-14 $102.84
2024 Q1 REDUCED 87.3% -1.1% ✅ 75,175 -518,325 -87.3% 0.01% $8.2M 2024-05-14 $97.58
2024 Q1 ADDED — — — 593,500 +585,574 +7388.0% 0.10% $64.6M 2024-05-14 $97.58
2023 Q4 REDUCED 98.7% -1.8% ✅ 7,926 -585,574 -98.7% 0.00% $877K 2024-02-13 $96.76
2023 Q4 UNCHANGED — — — 593,500 — 0% 0.13% $65.7M 2024-02-13 $96.76
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding LQD

As of 2026 Q1 — sorted by position size

Summit Financial Consulting LLC 15.94% BARINGS LLC 3Y 7Y 15.16% Finhabits Advisors LLC 10.14% Kelsey Financial, LLC 9.2% AAFMAA Wealth Management & Trust LLC 3Y 8.52% Joule Financial, LLC 3Y 8.48% Connecticut Capital Management Group, LLC 7.65% Torrey-Payne Wealth Management, LLC 7.31% GDS Wealth Management 3Y 6.51% HMS Capital Management, LLC 3Y 7Y 6.38%

FAQ About Qube Research & Technologies Ltd and LQD

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

How long has Qube Research & Technologies Ltd reported owning LQD?

Qube Research & Technologies Ltd reported LQD across 12 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported LQD position in Qube Research & Technologies Ltd's portfolio?

The largest reported portfolio weight for LQD was 0.34% in 2025 Q4.

What is the latest reported LQD position on this page?

The most recent filing on this page is 2025 Q4, when Qube Research & Technologies Ltd reported 77,161 shares, equal to 0.01% of portfolio, with an estimated market value of $8.5M.

What does the chart on this LQD ownership page compare?

The chart compares Qube Research & Technologies Ltd'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.

How well did Qube Research & Technologies Ltd time their LQD position?

Based on 13F filing dates vs. subsequent LQD price moves, Qube Research & Technologies Ltd correctly timed 7 out of 21 reported position changes (33%). The annualised alpha on LQD relative to SPY over the holding period was -10.7%.

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