Ken Fisher's LQD Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 1.95 M shares of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) worth $215.34 M, representing 0.07% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 51 quarters.
Based on 13F filings since 2013, Ken Fisher has maintained a long-term strategic position in LQD, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2022, adding 6.45 M shares. Largest reduction occurred in Q3 2024, reducing 11.96 M shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) Trades by Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +8.27 M | Add 0.00% | 8.27 M | $113.65 |
| Q3 2013 | +232,560 | Add 2.81% | 8.5 M | $113.52 |
| Q4 2013 | +454,470 | Add 5.34% | 8.96 M | $114.19 |
| Q1 2014 | +718,629 | Add 8.02% | 9.68 M | $116.94 |
| Q2 2014 | +679,822 | Add 7.03% | 10.36 M | $119.26 |
| Q3 2014 | +474,076 | Add 4.58% | 10.83 M | $118.22 |
| Q4 2014 | +268,786 | Add 2.48% | 11.1 M | $119.41 |
| Q1 2015 | +188,565 | Add 1.70% | 11.29 M | $121.71 |
| Q2 2015 | +255,955 | Add 2.27% | 11.54 M | $115.72 |
| Q3 2015 | +491,365 | Add 4.26% | 12.04 M | $116.09 |
| Q4 2015 | +537,567 | Add 4.47% | 12.57 M | $114.01 |
| Q1 2016 | +601,886 | Add 4.79% | 13.17 M | $119.56 |
| Q2 2016 | +752,436 | Add 5.71% | 13.93 M | $124.08 |
| Q3 2016 | +417,438 | Add 3.00% | 14.34 M | $123.18 |
| Q4 2016 | +210,115 | Add 1.46% | 14.55 M | $117.18 |
| Q1 2017 | +5.17 M | Add 35.49% | 19.72 M | $117.91 |
| Q2 2017 | +1.31 M | Add 6.65% | 21.03 M | $120.51 |
| Q3 2017 | +1.02 M | Add 4.86% | 22.05 M | $121.23 |
| Q4 2017 | +560,743 | Add 2.54% | 22.61 M | $121.56 |
| Q1 2018 | +1.06 M | Add 4.69% | 23.67 M | $117.39 |
| Q2 2018 | -207,624 | Reduce 0.88% | 23.47 M | $114.57 |
| Q3 2018 | -1.64 M | Reduce 7.00% | 21.82 M | $114.93 |
| Q4 2018 | -557,088 | Reduce 2.55% | 21.27 M | $112.82 |
| Q1 2019 | -413,997 | Reduce 1.95% | 20.85 M | $119.06 |
| Q2 2019 | -223,499 | Reduce 1.07% | 20.63 M | $124.37 |
| Q3 2019 | -5.06 M | Reduce 24.53% | 15.57 M | $127.48 |
| Q4 2019 | -397,300 | Reduce 2.55% | 15.17 M | $127.96 |
| Q1 2020 | -279,696 | Reduce 1.84% | 14.89 M | $123.51 |
| Q2 2020 | -171,909 | Reduce 1.15% | 14.72 M | $134.50 |
| Q3 2020 | +35,758 | Add 0.24% | 14.76 M | $134.71 |
| Q4 2020 | -13,517 | Reduce 0.09% | 14.74 M | $138.13 |
| Q1 2021 | +854,403 | Add 5.80% | 15.6 M | $130.05 |
| Q2 2021 | +567,505 | Add 3.64% | 16.16 M | $134.36 |
| Q3 2021 | +131,062 | Add 0.81% | 16.3 M | $133.03 |
| Q4 2021 | +389,243 | Add 2.39% | 16.68 M | $132.52 |
| Q1 2022 | -782,515 | Reduce 4.69% | 15.9 M | $120.94 |
| Q2 2022 | -299,081 | Reduce 1.88% | 15.6 M | $110.03 |
| Q3 2022 | +6.45 M | Add 41.32% | 22.05 M | $102.45 |
| Q4 2022 | -6.53 M | Reduce 29.60% | 15.52 M | $105.43 |
| Q1 2023 | -390,049 | Reduce 2.51% | 15.13 M | $109.61 |
| Q2 2023 | -12,275 | Reduce 0.08% | 15.12 M | $108.14 |
| Q3 2023 | +150,239 | Add 0.99% | 15.27 M | $102.02 |
| Q4 2023 | -229,425 | Reduce 1.50% | 15.04 M | $110.66 |
| Q1 2024 | +777,994 | Add 5.17% | 15.82 M | $108.92 |
| Q2 2024 | +218,177 | Add 1.38% | 16.04 M | $107.12 |
| Q3 2024 | -11.96 M | Reduce 74.60% | 4.07 M | $112.98 |
| Q4 2024 | -569,883 | Reduce 13.99% | 3.5 M | $106.84 |
| Q1 2025 | -239,981 | Reduce 6.85% | 3.26 M | $108.69 |
| Q2 2025 | -201,981 | Reduce 6.19% | 3.06 M | $109.61 |
| Q3 2025 | -836,423 | Reduce 27.31% | 2.23 M | $111.47 |
| Q4 2025 | -271,603 | Reduce 12.20% | 1.95 M | $110.19 |
Ken Fisher's iShares iBoxx $ Investment Grade Corporate Bond ETF Investment FAQs
Ken Fisher first purchased iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2013, acquiring 8,271,142 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) for 51 quarters since Q2 2013.
Ken Fisher's largest addition to iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) was in Q2 2013, adding 8,271,142 shares worth $940.02 M.
According to the latest 13F filing for Q4 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 1,954,244 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD), valued at approximately $215.34 M.
As of the Q4 2025 filing, iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) represents approximately 0.07% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.
Ken Fisher's peak holding in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) was 23,674,931 shares, as reported at the end of Q1 2018.