Balyasny Asset Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Balyasny Asset Management’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
2024 Q1	–	Sell	-1,480,000	Closed	-$164M	–	2895
2023 Q4	$164M	Buy	+1,480,000	New	+$154M	0.31%	46
2023 Q2	–	Sell	-200,000	Closed	-$21.9M	–	2568
2023 Q1	$21.9M	Sell	200,000 -1,250,000	-86%	-$135M	0.05%	476
2022 Q4	$153M	Buy	1,450,000 +340,000	+31%	+$35.6M	0.42%	31
2022 Q3	$114M	Buy	1,110,000 +390,000	+54%	+$43M	0.35%	40
2022 Q2	$79.2M	Buy	+720,000	New	+$81.3M	0.26%	72

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 $5.29B AUM 8.96% 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

Balyasny Asset Management's LQD Position: Q1 2025 in Review

Balyasny Asset Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2025, closing a stake of 250,000 shares — an estimated $26.7M sold.

Balyasny Asset Management first reported a position in LQD in Q1 2016 and held it in 12 quarters. The position peaked at $79.4M in Q4 2022. 1,029 funds tracked by Wall St. Rank hold LQD as of Q1 2025.

Balyasny Asset Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Balyasny Asset Management sold 250,000 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $26.7M.
Balyasny Asset Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2016 and held it in 12 quarters.
Balyasny Asset Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $79.4M in Q4 2022.
1,029 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Balyasny Asset Management's 13F filing for Q1 2025, filed 15 May 2025.