Fir Tree Capital Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Fir Tree Capital 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	-376,400	Closed	-$40.2M	–	7
2024 Q4	$40.2M	Buy	376,400 +166,300	+79%	+$18.2M	35.17%	1
2024 Q3	$23.7M	Buy	+210,100	New	+$23.2M	11.31%	2
2024 Q2	–	Sell	-430,600	Closed	-$46.9M	–	93
2024 Q1	$46.9M	Sell	430,600 -11,800	-3%	-$1.28M	11.33%	2
2023 Q4	$49M	Buy	442,400 +134,700	+44%	+$14M	8.09%	2
2023 Q3	$31.4M	Buy	+307,700	New	+$32.4M	3.28%	1

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

Fir Tree Capital Management's LQD Position: Q3 2023 in Review

Fir Tree Capital Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2023, closing a stake of 12,500 shares — an estimated $1.32M sold.

Fir Tree Capital Management first reported a position in LQD in Q1 2023 and held it in 2 quarters. The position peaked at $1.37M in Q1 2023. 1,029 funds tracked by Wall St. Rank hold LQD as of Q3 2023.

Fir Tree Capital Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Fir Tree Capital Management sold 12,500 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2023, an estimated $1.32M.
Fir Tree Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2023 and held it in 2 quarters.
Fir Tree Capital Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.37M in Q1 2023.
1,029 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2023.

Based on Fir Tree Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.