Explore more topics
Public ownership evidence

iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) Ownership Disclosures

Read LQD insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

Jump to a section

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Show the table · 0 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Show the table · 50 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

B. Riley Wealth Advisors, Inc.2025-03-312026-08-298,327$905,017None
Advisors Asset Management, Inc.2022-12-312026-08-281,216$128,203None
Advisors Asset Management, Inc.2020-06-302026-08-281,569$211,031None
Corient Private Wealth LP2026-06-302026-08-2854,724$5,968,749None
Redwood Investment Management, LLC2024-12-312026-08-283,127$334,000None
Redwood Investment Management, LLC2025-03-312026-08-283,063$333,000None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-28209$22,796None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-28955$104,085None
Reflection Asset Management2026-03-312026-08-2716,528$1,785,867None
Legacy Edge Advisors, LLC2025-09-302026-08-274,207$468,954None
Advisors Asset Management, Inc.2024-03-312026-08-274,265$464,544None
Advisors Asset Management, Inc.2025-03-312026-08-272,112$229,553None
Advisors Asset Management, Inc.2022-09-302026-08-27518$53,000None
Advisors Asset Management, Inc.2020-12-312026-08-271,489$206,000None
Advisors Asset Management, Inc.2023-06-302026-08-272,880$311,443None
Advisors Asset Management, Inc.2023-09-302026-08-273,968$404,815None
Advisors Asset Management, Inc.2023-03-312026-08-271,971$216,041None
Advisors Asset Management, Inc.2021-03-312026-08-27538$69,967None
Advisors Asset Management, Inc.2020-09-302026-08-271,534$206,645None
Advisors Asset Management, Inc.2025-09-302026-08-274,432$494,035None
Advisors Asset Management, Inc.2023-12-312026-08-274,049$448,062None
Redwood Investment Management, LLC2025-06-302026-08-272,999$329,000None
Redwood Investment Management, LLC2025-09-302026-08-273,151$351,000None
Redwood Investment Management, LLC2025-12-312026-08-272,793$308,000None
Advus Financial Partners, LLC2025-03-312026-08-261,888$205,207None
Advus Financial Partners, LLC2024-12-312026-08-262,987$319,131None
Advus Financial Partners, LLC2024-09-302026-08-2615,489$1,749,947None
Advus Financial Partners, LLC2024-06-302026-08-2621,707$2,325,254None
Advus Financial Partners, LLC2024-03-312026-08-2622,629$2,464,751None
Advus Financial Partners, LLC2023-12-312026-08-2622,078$2,443,151None
Advus Financial Partners, LLC2023-09-302026-08-2618,624$1,900,020None
Advisors Asset Management, Inc.2019-12-312026-08-26566$72,425None
Advisors Asset Management, Inc.2025-06-302026-08-252,712$297,262None
Advisors Asset Management, Inc.2024-09-302026-08-222,844$321,315None
Advisors Asset Management, Inc.2024-06-302026-08-223,728$399,343None
Advisors Asset Management, Inc.2024-12-312026-08-221,814$193,808None
Advisors Asset Management, Inc.2025-12-312026-08-225,916$651,884None
Advisors Asset Management, Inc.2020-03-312026-08-221,428$176,372None
Vermillion & White Wealth Management Group, LLC2026-06-302026-08-202,260$246,498None
Kingsview Wealth Management, LLC2026-06-302026-08-2047,015$5,127,973None
Kingsview Wealth Management, LLC2026-06-302026-08-20280,235$30,565,231None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2087,794$9,575,749None
Madrid Financial Services2025-12-312026-08-1926,338$2,902,171None
Madrid Financial Services2025-09-302026-08-1936,413$4,058,985None
Madrid Financial Services2025-06-302026-08-1940,517$4,441,065None
Madrid Financial Services2025-03-312026-08-1947,244$5,134,907None
Madrid Financial Services2024-12-312026-08-1952,824$5,643,672None
Beacon Pointe Advisors, LLC2026-06-302026-08-19110,145$12,013,548None
Copia Wealth Management2026-06-302026-08-1917,646$1,924,649None
PIN OAK INVESTMENT ADVISORS INC2026-06-302026-08-1922$2,000None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Corient Private Wealth LP ↗Redwood Investment Management, LLC ↗Redwood Investment Management, LLC ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗Reflection Asset Management ↗Legacy Edge Advisors, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Show the table · 0 rows, 5 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.