A detailed history of Lewis Asset Management, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Lewis Asset Management, LLC holds 6,162 shares of LQD stock, worth $679,360. This represents 0.28% of its overall portfolio holdings.

Number of Shares
6,162
Previous 5,952 3.53%
Holding current value
$679,360
Previous $663 Million 2.34%
% of portfolio
0.28%
Previous 0.27%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 15, 2026

BUY
$110.25 - $112.92 $23,152 - $23,713
210 Added 3.53%
6,162 $679 Million
Q3 2025

Oct 20, 2025

BUY
$107.66 - $112.36 $86,989 - $90,786
808 Added 15.71%
5,952 $663 Million
Q2 2025

Jul 14, 2025

BUY
$105.23 - $109.61 $541,303 - $563,833
5,144 New
5,144 $564 Million

Others Institutions Holding LQD

About ISHARES IBOXX $ INVESTMENT GRA


  • Ticker LQD
  • Sector ETFs
  • Industry ETFs
More about LQD
Track This Portfolio

Track Lewis Asset Management, LLC Portfolio

Follow Lewis Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lewis Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lewis Asset Management, LLC with notifications on news.