Jefferies Financial Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Jefferies Financial Group’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 Q2	–	Sell	-455,000	Closed	-$49.6M	–	1676
2024 Q1	$49.6M	Sell	455,000 -2,800	-0.6%	-$304K	0.46%	30
2023 Q4	$50.7M	Buy	457,800 +87,000	+23%	+$9.06M	0.33%	44
2023 Q3	$37.8M	Buy	370,800 +170,800	+85%	+$18M	0.34%	41
2023 Q2	$21.6M	Sell	200,000 -137,100	-41%	-$14.8M	0.19%	95
2023 Q1	$36.9M	Sell	337,100 -1,234,100	-79%	-$134M	0.3%	58
2022 Q4	$166M	Buy	+1,571,200	New	+$164M	1.15%	15

Other funds holding LQD

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

MYLI

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

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Jefferies Financial Group's LQD Position: Q1 2026 in Review

Jefferies Financial Group sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2026, closing a stake of 85,135 shares — an estimated $9.38M sold.

Jefferies Financial Group first reported a position in LQD in Q4 2022 and held it in 12 quarters. The position peaked at $88.6M in Q1 2023. 1,096 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

Jefferies Financial Group reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Jefferies Financial Group sold 85,135 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $9.38M.
Jefferies Financial Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2022 and held it in 12 quarters.
Jefferies Financial Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $88.6M in Q1 2023.
1,096 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.