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
2024 Q4	–	Sell	-225,000	Closed	-$25.4M	–	735
2024 Q3	$25.4M	Sell	225,000 -30,000	-12%	-$3.32M	0.7%	29
2024 Q2	$27.3M	Buy	+255,000	New	+$27.2M	0.77%	13
2019 Q3	–	Sell	-20,000	Closed	-$2.49M	–	2132
2019 Q2	$2.49M	Sell	20,000 -33,200	-62%	-$3.99M	0.04%	339
2019 Q1	$6.33M	Sell	53,200 -946,800	-95%	-$110M	0.15%	120
2018 Q4	$113M	Buy	+1,000,000	New	+$112M	3.45%	4

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 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

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 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.