MCM
LQD icon

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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.4M Sell
140,797
-1,131
-0.8% -$123K 0.06% 261
2026
Q1 		$15.5M Sell
141,928
-1,220
-0.9% -$135K 0.09% 199
2025
Q4 		$15.8M Sell
143,148
-564
-0.4% -$62.7K 0.09% 189
2025
Q3 		$16M Buy
143,712
+4,618
+3% +$508K 0.1% 174
2025
Q2 		$15.2M Sell
139,094
-1,398
-1% -$150K 0.11% 167
2025
Q1 		$15.3M Buy
140,492
+4,940
+4% +$532K 0.12% 165
2024
Q4 		$14.5M Buy
+135,552
New +$14.8M 0.11% 166

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

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

MAI Capital Management reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.8% in Q2 2026, selling an estimated $123K and leaving 140,797 shares worth $15.4M. The position accounts for 0.06% of the portfolio, ranked #261.

MAI Capital Management first reported a position in LQD in Q4 2024 and has held it in 7 quarters since. The position peaked at $16M in Q3 2025. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • MAI Capital Management held 140,797 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $15.4M as of Q2 2026.
  • MAI Capital Management sold 1,131 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $123K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.06% of MAI Capital Management's portfolio in Q2 2026, its #261 holding.
  • MAI Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • MAI Capital Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $16M in Q3 2025.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.