Jefferies Group's LQD Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 85,135 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) worth $9.38 M, representing 0.05% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 13 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in LQD, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2023, adding 551,889 shares. Largest reduction occurred in Q2 2023, reducing 689,789 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2022 | +256,126 | New Buy | 256,126 | $105.43 |
| Q1 2023 | +551,889 | Add 215.48% | 808,015 | $109.61 |
| Q2 2023 | -689,789 | Reduce 85.37% | 118,226 | $108.14 |
| Q3 2023 | +181,287 | Add 153.34% | 299,513 | $102.02 |
| Q4 2023 | -170,539 | Reduce 56.94% | 128,974 | $110.66 |
| Q1 2024 | +327,730 | Add 254.11% | 456,704 | $108.92 |
| Q2 2024 | -130,690 | Reduce 28.62% | 326,014 | $107.12 |
| Q3 2024 | -185,986 | Reduce 57.05% | 140,028 | $112.98 |
| Q4 2024 | -140,028 | Sold Out | 0 | $0.00 |
| Q1 2025 | +23,162 | New Buy | 23,162 | $108.69 |
| Q2 2025 | +256,973 | Add 1109.46% | 280,135 | $109.61 |
| Q3 2025 | +96,816 | Add 34.56% | 376,951 | $111.47 |
| Q4 2025 | -291,816 | Reduce 77.41% | 85,135 | $110.19 |
Jefferies Group's iShares iBoxx $ Investment Grade Corporate Bond ETF Investment FAQs
Jefferies Group first purchased iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2022, acquiring 256,126 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) for 13 quarters since Q4 2022.
Jefferies Group's largest addition to iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) was in Q1 2023, adding 808,015 shares worth $88.57 M.
According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 85,135 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD), valued at approximately $9.38 M.
As of the Q4 2025 filing, iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) represents approximately 0.05% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) was 808,015 shares, as reported at the end of Q1 2023.