MAM
LQD icon

MMA Asset Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

MMA Asset 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 		$5.79M Buy
53,044
+6,624
+14% +$722K 1.84% 12
2026
Q1 		$5.06M Buy
46,420
+8,446
+22% +$931K 1.78% 11
2025
Q4 		$4.18M Buy
37,974
+1,804
+5% +$201K 1.49% 16
2025
Q3 		$4.03M Buy
36,170
+5,750
+19% +$632K 1.35% 18
2025
Q2 		$3.33M Buy
30,420
+2,437
+9% +$262K 1.28% 19
2025
Q1 		$3.04M Buy
27,983
+2,034
+8% +$219K 1.28% 20
2024
Q4 		$2.77M Sell
25,949
-30,721
-54% -$3.36M 1.21% 20
2024
Q3 		$6.09M Buy
56,670
+30,065
+113% +$3.33M 1.62% 16
2024
Q2 		$2.85M Sell
26,605
-66
-0.2% -$7.04K 1.33% 18
2024
Q1 		$2.84M Sell
26,671
-396
-1% -$43K 1.33% 19
2023
Q4 		$3M Sell
27,067
-1,843
-6% -$192K 1.58% 17
2023
Q3 		$2.95M Buy
28,910
+22,457
+348% +$2.37M 1.71% 15
2023
Q2 		$698K Sell
6,453
-51
-0.8% -$5.51K 0.41% 54
2023
Q1 		$713K Sell
6,504
-100
-2% -$10.8K 0.51% 37
2022
Q4 		$696K Buy
6,604
+843
+15% +$88.2K 0.57% 35
2022
Q3 		$590K Buy
5,761
+534
+10% +$58.9K 0.51% 38
2022
Q2 		$575K Buy
5,227
+267
+5% +$30.1K 0.49% 39
2022
Q1 		$554K Sell
4,960
-145
-3% -$18.1K 0.44% 43
2021
Q4 		$676K Buy
5,105
+9
+0.2% +$1.2K 0.48% 40
2021
Q3 		$678K Buy
5,096
+6
+0.1% +$811 0.52% 36
2021
Q2 		$684K Sell
5,090
-16
-0.3% -$2.11K 0.52% 37
2021
Q1 		$664K Sell
5,106
-120
-2% -$16K 0.57% 35
2020
Q4 		$722K Buy
+5,226
New +$712K 0.7% 28

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

MMA Asset Management's LQD Position: Q2 2026 in Review

MMA Asset Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 14% in Q2 2026, buying an estimated $722K and bringing the position to 53,044 shares worth $5.79M. The position accounts for 1.84% of the portfolio, ranked #12.

MMA Asset Management first reported a position in LQD in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.09M in Q3 2024. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • MMA Asset Management held 53,044 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $5.79M as of Q2 2026.
  • MMA Asset Management bought 6,624 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $722K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 1.84% of MMA Asset Management's portfolio in Q2 2026, its #12 holding.
  • MMA Asset Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • MMA Asset Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $6.09M in Q3 2024.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on MMA Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.