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

Elm Partners 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
2025 Q1	–	Sell	-27,577	Closed	-$2.95M	–	68
2024 Q4	$2.95M	Hold	27,577	–	–	0.2%	29
2024 Q3	$3.12M	Sell	27,577 -16,268	-37%	-$1.8M	0.22%	26
2024 Q2	$4.7M	Buy	43,845 +4,596	+12%	+$491K	0.36%	28
2024 Q1	$4.28M	Buy	39,249 +1,779	+5%	+$193K	0.34%	27
2023 Q4	$4.15M	Buy	37,470 +21,448	+134%	+$2.23M	0.38%	27
2023 Q3	$1.63M	Buy	16,022 +10,864	+211%	+$1.15M	0.17%	33
2023 Q2	$558K	Sell	5,158 -12,654	-71%	-$1.37M	0.06%	38
2023 Q1	$1.95M	Buy	+17,812	New	+$1.93M	0.21%	31
2022 Q4	–	Sell	-5,650	Closed	-$579K	–	35
2022 Q3	$579K	Buy	+5,650	New	+$623K	0.08%	31

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

Elm Partners Management's LQD Position: Q1 2025 in Review

Elm Partners Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2025, closing a stake of 27,577 shares — an estimated $2.95M sold.

Elm Partners Management first reported a position in LQD in Q3 2022 and held it in 9 quarters. The position peaked at $4.7M in Q2 2024. 1,028 funds tracked by Wall St. Rank hold LQD as of Q1 2025.

Elm Partners Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Elm Partners Management sold 27,577 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $2.95M.
Elm Partners Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2022 and held it in 9 quarters.
Elm Partners Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $4.7M in Q2 2024.
1,028 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Elm Partners Management's 13F filing for Q1 2025, filed 13 May 2025.