Aspect Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Aspect Partners’s Portfolio LQD Stock Details LQD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-193,776	Closed	-$20.7M	–	643
2024 Q4	$20.7M	Buy	193,776 +193,197	+33,367%	+$21.1M	11.96%	2
2024 Q3	$65.4K	Buy	+579	New	+$64.1K	0.04%	108
2024 Q1	–	Sell	-5,963	Closed	-$660K	–	562
2023 Q4	$660K	Buy	+5,963	New	+$621K	0.43%	35

Other funds holding LQD

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Aspect Partners's LQD Position: Q1 2025 in Review

Aspect Partners sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2025, closing a stake of 193,776 shares — an estimated $20.7M sold.

Aspect Partners first reported a position in LQD in Q4 2023 and held it in 3 quarters. The position peaked at $20.7M in Q4 2024. 1,028 funds tracked by Wall St. Rank hold LQD as of Q1 2025.

Aspect Partners reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Aspect Partners sold 193,776 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $20.7M.
Aspect Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2023 and held it in 3 quarters.
Aspect Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $20.7M in Q4 2024.
1,028 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Aspect Partners's 13F filing for Q1 2025, filed 24 Apr 2025.