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

Dmitry Balyasny’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	-1,125,000	Closed	-$120M	–	3076
2024 Q4	$120M	Buy	+1,125,000	New	+$123M	0.18%	115
2023 Q1	–	Sell	-300,000	Closed	-$31.6M	–	2939
2022 Q4	$31.6M	Sell	300,000 -260,000	-46%	-$27.2M	0.09%	312
2022 Q3	$57.4M	Buy	560,000 +360,000	+180%	+$39.7M	0.18%	126
2022 Q2	$22M	Buy	+200,000	New	+$22.6M	0.07%	389
2022 Q1	–	Sell	-255,000	Closed	-$33.8M	–	2682
2021 Q4	$33.8M	Buy	+255,000	New	+$33.9M	0.12%	229
2021 Q2	–	Sell	-1,000,000	Closed	-$130M	–	2179
2021 Q1	$130M	Buy	+1,000,000	New	+$133M	0.64%	14

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Dmitry Balyasny's LQD Position: Q2 2026 in Review

Dmitry Balyasny opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026: 110,100 shares worth $12M. The stake represents 0.02% of the portfolio and ranks #977 among its holdings. This is a return to the name: Dmitry Balyasny previously reported a position in LQD as recently as Q4 2024.

Dmitry Balyasny first reported a position in LQD in Q1 2016 and has held it in 13 quarters since. The position peaked at $79.4M in Q4 2022. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Dmitry Balyasny held 110,100 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $12M as of Q2 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF was a new Dmitry Balyasny position in Q2 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.02% of Dmitry Balyasny's portfolio in Q2 2026, its #977 holding.
Dmitry Balyasny first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2016 and has held it in 13 quarters since.
Dmitry Balyasny's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $79.4M in Q4 2022.
1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.