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

MAI Capital Management’s Portfolio LQD Stock Details LQD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$15.2M Sell
139,094
-1,398
-1% -$153K 0.11% 167
2025
Q1 		$15.3M Buy
140,492
+4,940
+4% +$537K 0.12% 165
2024
Q4 		$14.5M Buy
+135,552
New +$14.5M 0.11% 166