Historical position

Fidelity Investments’s Ishares Tr (LQD) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

FMR LLCVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ3 2016Earliest verified positive filing snapshot
Latest statusHistorical positionBased on the latest supported relationship state
Peak shares3.41MHighest verified quarter-end share count
Quarters reported5Verified quarters with shares above zero
What happened?

FMR LLC first reported Ishares Tr in Q3 2016. The reported position was increased and reduced across later filings. Verified positive position history runs through Q2 2025. The current relationship status cannot be determined reliably from supported data.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2025
Sold 69.5% of the position−2.37M shares · 1.04M shares remained
Filing context

Quarter-end price $109.61

Q1 2025
Bought 200.7% more+2.28M shares · 3.41M shares reported after the change
Filing context

Quarter-end price $108.69

Q1 2024
Sold 53.8% of the position−1.43M shares · 1.23M shares remained
Filing context

Quarter-end price $108.92

Q2 2018
Sold 50.4% of the position−1.93M shares · 1.90M shares remained
Filing context

Quarter-end price $114.57

Q3 2016
Bought 112.0% more+1.01M shares · 1.92M shares reported after the change
Filing context

Quarter-end price $123.18

Portfolio importance

How important was Ishares Tr in FMR LLC’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight0.0%Q2 2025
Last reported rank#1056Rank unavailable
Peak portfolio weight0.0%Q3 2016
Best historical rank#569Q1 2025
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest filing quarter-end price$109.61Q2 2025

Derived from validated reported value and shares where supported.

Latest verified investor filingQ2 2026 · filed 2026-08-13
Open SEC filing ↗

Coverage is bounded to Fidelity’s top reported positions and material events rather than every security in each Form 13F. The consolidated FMR LLC filing includes multiple Fidelity investment managers. Source filings may contain additional securities, and 13F filings do not reveal exact trade dates or execution prices.