MIA
LQD icon

MMBG Investment Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

MMBG Investment Advisors’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 		$882K Buy
8,088
+620
+8% +$67.6K 0.07% 109
2026
Q1 		$814K Buy
7,468
+2,025
+37% +$223K 0.07% 110
2025
Q4 		$600K Buy
5,443
+3,043
+127% +$338K 0.05% 128
2025
Q3 		$268K Buy
2,400
+550
+30% +$60.5K 0.02% 170
2025
Q2 		$203K Buy
+1,850
New +$199K 0.02% 178

Other funds holding LQD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
N
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
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

MMBG Investment Advisors's LQD Position: Q2 2026 in Review

MMBG Investment Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 8.3% in Q2 2026, buying an estimated $67.6K and bringing the position to 8,088 shares worth $882K. The position accounts for 0.07% of the portfolio, ranked #109.

MMBG Investment Advisors first reported a position in LQD in Q2 2025 and has held it in 5 quarters since. 803 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • MMBG Investment Advisors held 8,088 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $882K as of Q2 2026.
  • MMBG Investment Advisors bought 620 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $67.6K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.07% of MMBG Investment Advisors's portfolio in Q2 2026, its #109 holding.
  • MMBG Investment Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 803 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on MMBG Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.