LQD — iShares iBoxx $ Invest Grade Corp Bond

Ownership history in WP Advisors, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which WP Advisors, LLC reported a position in iShares iBoxx $ Invest Grade Corp Bond (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
0.11% (2021 Q4)
Avg. % of fund
0.09%
First filed
2021 Q3
Last filed
2025 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 2,434 +27 +1.1% 0.07% $271K $109.04
2025 Q2 ADDED 2,407 +27 +1.1% 0.07% $264K $106.02
2025 Q1 ADDED 2,380 +365 +18.1% 0.09% $259K $103.92
2022 Q1 ADDED 2,015 +8 +0.4% 0.10% $244K $102.58
2021 Q4 ADDED 2,007 +16 +0.8% 0.11% $266K $111.96
2021 Q3 INITIATED 1,991 — — 0.11% $265K $111.54
% 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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