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

Liberty Mutual Group 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 Q4	–	Sell	-1,239,000	Closed	-$140M	–	33
2024 Q3	$140M	Buy	+1,239,000	New	+$137M	21.2%	2
2022 Q2	–	Sell	-15,726	Closed	-$1.9M	–	145
2022 Q1	$1.9M	Buy	+15,726	New	+$1.96M	0.07%	96
2019 Q1	–	Sell	-4,373,408	Closed	-$493M	–	30
2018 Q4	$493M	Sell	4,373,408 -23,794	-0.5%	-$2.68M	17.82%	2
2018 Q3	$505M	Sell	4,397,202 -791,157	-15%	-$91.2M	10.53%	3
2018 Q2	$594M	Buy	5,188,359 +286,143	+6%	+$32.9M	15.01%	1
2018 Q1	$575M	Buy	4,902,216 +41,450	+0.9%	+$4.9M	17.61%	1
2017 Q4	$591M	Buy	+4,860,766	New	+$588M	17.29%	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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Liberty Mutual Group Asset Management's LQD Position: Q4 2024 in Review

Liberty Mutual Group Asset Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2024, closing a stake of 1,239,000 shares — an estimated $140M sold.

Liberty Mutual Group Asset Management first reported a position in LQD in Q4 2017 and held it in 7 quarters. The position peaked at $594M in Q2 2018. 1,078 funds tracked by Wall St. Rank hold LQD as of Q4 2024.

Liberty Mutual Group Asset Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Liberty Mutual Group Asset Management sold 1,239,000 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $140M.
Liberty Mutual Group Asset Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2017 and held it in 7 quarters.
Liberty Mutual Group Asset Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $594M in Q2 2018.
1,078 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Liberty Mutual Group Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.