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

Pictet 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	-8,000	Closed	-$904K	–	2070
2024 Q3	$904K	Sell	8,000 -19,480	-71%	-$2.16M	﹤0.01%	1084
2024 Q2	$2.94M	Buy	+27,480	New	+$2.93M	﹤0.01%	850
2024 Q1	–	Sell	-131,775	Closed	-$14.6M	–	2001
2023 Q4	$14.6M	Sell	131,775 -38,735	-23%	-$4.03M	0.02%	548
2023 Q3	$17.4M	Buy	+170,510	New	+$18M	0.02%	491

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

Pictet Asset Management's LQD Position: Q4 2024 in Review

Pictet Asset Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2024, closing a stake of 8,000 shares — an estimated $904K sold.

Pictet Asset Management first reported a position in LQD in Q3 2023 and held it in 4 quarters. The position peaked at $17.4M in Q3 2023. 1,078 funds tracked by Wall St. Rank hold LQD as of Q4 2024.

Pictet Asset Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Pictet Asset Management sold 8,000 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $904K.
Pictet Asset Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2023 and held it in 4 quarters.
Pictet Asset Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $17.4M in Q3 2023.
1,078 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Pictet Asset Management's 13F filing for Q4 2024, filed 12 Feb 2025.