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HMS Capital Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

HMS Capital 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
2026
Q2 		$16.6M Buy
152,632
+1,240
+0.8% +$135K 6.23% 2
2026
Q1 		$16.5M Buy
151,392
+9,236
+6% +$1.02M 6.38% 2
2025
Q4 		$15.7M Buy
142,156
+5,049
+4% +$561K 6.48% 3
2025
Q3 		$15.3M Buy
137,107
+6,075
+5% +$668K 6.43% 3
2025
Q2 		$14.4M Sell
131,032
-2,125
-2% -$228K 6.46% 3
2025
Q1 		$14.2M Buy
133,157
+24,895
+23% +$2.68M 7.88% 2
2024
Q4 		$11.6M Buy
108,262
+7,765
+8% +$850K 5.59% 3
2024
Q3 		$11.4M Buy
100,497
+6,157
+7% +$681K 5.57% 3
2024
Q2 		$10.1M Buy
94,340
+565
+0.6% +$60.3K 5.26% 3
2024
Q1 		$10.2M Buy
93,775
+1,632
+2% +$177K 5.66% 3
2023
Q4 		$10.2M Sell
92,143
-3,519
-4% -$366K 6.27% 2
2023
Q3 		$9.76M Sell
95,662
-21,251
-18% -$2.24M 6.46% 2
2023
Q2 		$12.6M Buy
+116,913
New +$12.6M 7.68% 2
2022
Q2 		– Sell
-12,453
Closed -$1.51M – 138
2022
Q1 		$1.51M Sell
12,453
-52,504
-81% -$6.55M 0.63% 29
2021
Q4 		$8.61M Sell
64,957
-2,770
-4% -$368K 3.75% 4
2021
Q3 		$9.01M Sell
67,727
-31
-0% -$4.19K 4.24% 3
2021
Q2 		$9.1M Buy
67,758
+2,016
+3% +$266K 4.09% 3
2021
Q1 		$8.55M Sell
65,742
-14,538
-18% -$1.93M 3.62% 3
2020
Q4 		$11.1M Buy
80,280
+5,897
+8% +$803K 5.04% 3
2020
Q3 		$10M Sell
74,383
-626
-0.8% -$85.3K 3.89% 5
2020
Q2 		$10.1M Buy
75,009
+23,145
+45% +$3.01M 4.44% 3
2020
Q1 		$6.41M Sell
51,864
-6,090
-11% -$776K 6.24% 3
2019
Q4 		$7.42M Buy
57,954
+8,945
+18% +$1.14M 3.12% 3
2019
Q3 		$6.25M Buy
49,009
+191
+0.4% +$24.1K 2.32% 4
2019
Q2 		$6.07M Buy
48,818
+3,932
+9% +$472K 2.62% 4
2019
Q1 		$5.34M Sell
44,886
-8,097
-15% -$938K 2.28% 4
2018
Q4 		$5.98M Buy
+52,983
New +$5.96M 3.01% 3

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

HMS Capital Management's LQD Position: Q2 2026 in Review

HMS Capital Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.82% in Q2 2026, buying an estimated $135K and bringing the position to 152,632 shares worth $16.6M. The position accounts for 6.23% of the portfolio, ranked #2.

HMS Capital Management first reported a position in LQD in Q4 2018 and has held it in 27 quarters since. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • HMS Capital Management held 152,632 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $16.6M as of Q2 2026.
  • HMS Capital Management bought 1,240 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $135K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 6.23% of HMS Capital Management's portfolio in Q2 2026, its #2 holding.
  • HMS Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2018 and has held it in 27 quarters since.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on HMS Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.