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
2021 Q1	–	Sell	-3,900	Closed	-$539K	–	148
2020 Q4	$539K	Hold	3,900	–	–	0.25%	76
2020 Q3	$526K	Hold	3,900	–	–	0.2%	91
2020 Q2	$525K	Buy	+3,900	New	+$507K	0.23%	99
2020 Q1	–	Sell	-4,500	Closed	-$576K	–	128
2019 Q4	$576K	Hold	4,500	–	–	0.24%	101
2019 Q3	$573K	Sell	4,500 -200	-4%	-$25.2K	0.21%	119
2019 Q2	$584K	Buy	4,700 +2,800	+147%	+$336K	0.25%	98
2019 Q1	$227K	Buy	+1,900	New	+$220K	0.1%	142

Other funds holding LQD

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 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. 383 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.
383 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.