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

Passaic 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 Q2	–	Sell	-134,275	Closed	-$14.6M	–	12
2025 Q1	$14.6M	Sell	134,275 -175,951	-57%	-$19M	2.21%	11
2024 Q4	$33.1M	Buy	310,226 +178,790	+136%	+$19.6M	4.82%	5
2024 Q3	$14.8M	Buy	131,436 +6,808	+5%	+$753K	2.22%	10
2024 Q2	$13.4M	Buy	124,628 +2,781	+2%	+$297K	1.96%	10
2024 Q1	$13.3M	Buy	+121,847	New	+$13.2M	1.91%	10
2023 Q4	–	Sell	-228,680	Closed	-$23.3M	–	7
2023 Q3	$23.3M	Sell	228,680 -10,494	-4%	-$1.11M	4.24%	5
2023 Q2	$25.9M	Buy	+239,174	New	+$25.9M	4.42%	4
2022 Q4	–	Sell	-164,534	Closed	-$16.9M	–	11
2022 Q3	$16.9M	Buy	+164,534	New	+$18.1M	3.5%	7

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

SAMU

SONA Asset Management (US) New York $4.74B AUM 11.18% 1-Year Est. Return

Passaic Partners's LQD Position: Q2 2025 in Review

Passaic Partners sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2025, closing a stake of 134,275 shares — an estimated $14.6M sold.

Passaic Partners first reported a position in LQD in Q3 2022 and held it in 8 quarters. The position peaked at $33.1M in Q4 2024. 1,046 funds tracked by Wall St. Rank hold LQD as of Q2 2025.

Passaic Partners reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Passaic Partners sold 134,275 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $14.6M.
Passaic Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2022 and held it in 8 quarters.
Passaic Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $33.1M in Q4 2024.
1,046 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Passaic Partners's 13F filing for Q2 2025, filed 8 Aug 2025.