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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
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

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

McAdam LLC's LQD Position: Q2 2026 in Review

McAdam LLC reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 22% in Q2 2026, selling an estimated $138K and leaving 4,384 shares worth $478K. The position accounts for 0.02% of the portfolio, ranked #281.

McAdam LLC first reported a position in LQD in Q1 2018 and has held it in 20 quarters since. The position peaked at $792K in Q3 2023. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • McAdam LLC held 4,384 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $478K as of Q2 2026.
  • McAdam LLC sold 1,263 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $138K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.02% of McAdam LLC's portfolio in Q2 2026, its #281 holding.
  • McAdam LLC first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2018 and has held it in 20 quarters since.
  • McAdam LLC's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $792K in Q3 2023.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.