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

Partners Value Investments’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	-36,515	Closed	-$3.9M	–	10
2024 Q4	$3.9M	Hold	36,515	–	–	0.04%	10
2024 Q3	$4.13M	Hold	36,515	–	–	0.05%	10
2024 Q2	$3.91M	Hold	36,515	–	–	0.06%	11
2024 Q1	$3.98M	Hold	36,515	–	–	0.06%	10
2023 Q4	$4.04M	Hold	36,515	–	–	0.06%	10
2023 Q3	$3.73M	Buy	+36,515	New	+$3.85M	0.07%	9
2021 Q2	$4.87K	Hold	36,515	–	–	﹤0.01%	5
2021 Q1	$4.75M	Hold	36,515	–	–	0.08%	5
2020 Q4	$5.04M	Hold	36,515	–	–	0.09%	6
2020 Q3	$4.92M	Buy	+36,515	New	+$4.98M	0.11%	6

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

Partners Value Investments's LQD Position: Q1 2025 in Review

Partners Value Investments sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2025, closing a stake of 36,515 shares — an estimated $3.9M sold.

Partners Value Investments first reported a position in LQD in Q3 2020 and held it in 10 quarters. The position peaked at $5.04M in Q4 2020. 1,028 funds tracked by Wall St. Rank hold LQD as of Q1 2025.

Partners Value Investments reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Partners Value Investments sold 36,515 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $3.9M.
Partners Value Investments first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2020 and held it in 10 quarters.
Partners Value Investments's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $5.04M in Q4 2020.
1,028 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Partners Value Investments's 13F filing for Q1 2025, filed 15 May 2025.