McAdam LLC
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McAdam LLC’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

McAdam LLC’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
Q3 		$1.19M Buy
11,628
+7,244
+165% +$768K 0.04% 156
2026
Q2 		$478K Sell
4,384
-1,263
-22% -$138K 0.02% 281
2026
Q1 		$615K Buy
5,647
+375
+7% +$41.3K 0.03% 214
2025
Q4 		$581K Buy
5,272
+681
+15% +$75.7K 0.03% 207
2025
Q3 		$512K Sell
4,591
-76
-2% -$8.36K 0.03% 212
2025
Q2 		$512K Sell
4,667
-371
-7% -$39.8K 0.03% 211
2025
Q1 		$548K Sell
5,038
-548
-10% -$59K 0.03% 181
2024
Q4 		$597K Sell
5,586
-791
-12% -$86.6K 0.03% 178
2024
Q3 		$720K Buy
6,377
+171
+3% +$18.9K 0.04% 158
2024
Q2 		$665K Sell
6,206
-524
-8% -$55.9K 0.04% 147
2024
Q1 		$733K Buy
6,730
+38
+0.6% +$4.13K 0.05% 136
2023
Q4 		$741K Sell
6,692
-1,071
-14% -$112K 0.05% 128
2023
Q3 		$792K Buy
7,763
+1,589
+26% +$168K 0.06% 126
2023
Q2 		$668K Buy
6,174
+53
+0.9% +$5.73K 0.06% 134
2023
Q1 		$671K Buy
+6,121
New +$663K 0.06% 132
2022
Q4 		– Sell
-5,495
Closed -$563K – 209
2022
Q3 		$563K Sell
5,495
-314
-5% -$34.6K 0.06% 126
2022
Q2 		$639K Buy
5,809
+922
+19% +$104K 0.07% 121
2022
Q1 		$591K Buy
+4,887
New +$610K 0.06% 102
2018
Q4 		– Sell
-197
Closed -$23K – 380
2018
Q3 		$23K Hold
197
– – 0.01% 240
2018
Q2 		$23K Hold
197
– – 0.01% 223
2018
Q1 		$23K Buy
+197
New +$23.3K 0.01% 225

Other funds holding LQD

Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Towercrest Capital Management
Towercrest Capital Management Newtown, Pennsylvania $700M AUM 8.37% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Summit Financial Consulting
Summit Financial Consulting Sterling Heights, Michigan $136M AUM 9.85% 1-Year Est. Return
AAFMAA Wealth Management & Trust
AAFMAA Wealth Management & Trust Fayetteville, North Carolina $291M AUM 14.48% 1-Year Est. Return

McAdam LLC's LQD Position: Q3 2026 in Review

McAdam LLC increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 165% in Q3 2026, buying an estimated $768K and bringing the position to 11,628 shares worth $1.19M. The position accounts for 0.04% of the portfolio, ranked #156.

McAdam LLC first reported a position in LQD in Q1 2018 and has held it in 21 quarters since. 298 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

  • McAdam LLC held 11,628 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.19M as of Q3 2026.
  • McAdam LLC bought 7,244 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $768K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.04% of McAdam LLC's portfolio in Q3 2026, its #156 holding.
  • McAdam LLC first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2018 and has held it in 21 quarters since.
  • 298 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on McAdam LLC's 13F filing for Q3 2026, filed 21 Oct 2026.