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

Paloma Partners’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
Q3 		– Sell
-69,073
Closed -$7.57M – 102
2025
Q2 		$7.57M Buy
+69,073
New +$7.41M 1.11% 23
2025
Q1 		– Sell
-80,000
Closed -$8.55M – 205
2024
Q4 		$8.55M Buy
80,000
+78,100
+4,111% +$8.55M 0.38% 50
2024
Q3 		$215K Buy
+1,900
New +$210K 0.01% 948
2023
Q4 		– Sell
-20,000
Closed -$2.04M – 845
2023
Q3 		$2.04M Buy
20,000
+11,731
+142% +$1.24M 0.07% 239
2023
Q2 		$894K Sell
8,269
-98,746
-92% -$10.7M 0.03% 385
2023
Q1 		$11.7M Buy
107,015
+37,441
+54% +$4.05M 0.41% 35
2022
Q4 		$7.34M Sell
69,574
-55,426
-44% -$5.8M 0.34% 45
2022
Q3 		$12.8M Buy
+125,000
New +$13.8M 0.58% 19
2022
Q1 		– Sell
-160,000
Closed -$20M – 2044
2021
Q4 		$21.2M Buy
+160,000
New +$21.3M 0.31% 26
2021
Q3 		– Sell
-260,000
Closed -$34.9M – 1553
2021
Q2 		$34.9M Buy
260,000
+140,000
+117% +$18.5M 0.63% 20
2021
Q1 		$15.6M Buy
120,000
+20,000
+20% +$2.66M 0.33% 44
2020
Q4 		$13.8M Buy
+100,000
New +$13.6M 0.36% 41
2020
Q3 		– Sell
-160,000
Closed -$21.5M – 2294
2020
Q2 		$21.5M Buy
+160,000
New +$20.8M 0.37% 33
2020
Q1 		– Sell
-280,170
Closed -$35.9M – 1711
2019
Q4 		$35.9M Buy
+280,170
New +$35.7M 0.54% 18
2019
Q3 		– Sell
-201,500
Closed -$25.1M – 2131
2019
Q2 		$25.1M Buy
201,500
+72,500
+56% +$8.71M 0.42% 33
2019
Q1 		$15.4M Buy
+129,000
New +$14.9M 0.37% 34
2018
Q3 		– Sell
-10,000
Closed -$1.15M – 1759
2018
Q2 		$1.15M Sell
10,000
-5,300
-35% -$610K 0.02% 670
2018
Q1 		$1.8M Buy
+15,300
New +$1.81M 0.03% 646

Other funds holding LQD

MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
BlackRock
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
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Paloma Partners's LQD Position: Q3 2025 in Review

Paloma Partners sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2025, closing a stake of 69,073 shares — an estimated $7.57M sold.

Paloma Partners first reported a position in LQD in Q1 2018 and held it in 18 quarters. The position peaked at $35.9M in Q4 2019. 1,045 funds tracked by Wall St. Rank hold LQD as of Q3 2025.

  • Paloma Partners reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Paloma Partners sold 69,073 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $7.57M.
  • Paloma Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2018 and held it in 18 quarters.
  • Paloma Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $35.9M in Q4 2019.
  • 1,045 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Paloma Partners's 13F filing for Q3 2025, filed 14 Nov 2025.