Mount Lucas Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Mount Lucas 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 Q1	$891K	Buy	8,174 +762	+10%	+$84K	0.33%	83
2025 Q4	$817K	Buy	7,412 +179	+2%	+$19.9K	0.33%	117
2025 Q3	$806K	Buy	7,233 +288	+4%	+$31.7K	0.33%	103
2025 Q2	$761K	Buy	6,945 +9	+0.1%	+$966	0.32%	93
2025 Q1	$754K	Sell	6,936 -47	-0.7%	-$5.06K	0.24%	98
2024 Q4	$746K	Buy	6,983 +302	+5%	+$33K	0.26%	89
2024 Q3	$755K	Buy	6,681 +169	+3%	+$18.7K	0.26%	103
2024 Q2	$698K	Sell	6,512 -223	-3%	-$23.8K	0.2%	100
2024 Q1	$734K	Buy	6,735 +1,846	+38%	+$201K	0.2%	110
2023 Q4	$541K	Buy	+4,889	New	+$509K	0.16%	116
2023 Q3	–	Sell	-4,789	Closed	-$518K	–	141
2023 Q2	$518K	Buy	+4,789	New	+$518K	0.17%	117
2022 Q1	–	Sell	-7,916	Closed	-$1.05M	–	128
2021 Q4	$1.05M	Sell	7,916 -15	-0.2%	-$1.99K	0.3%	85
2021 Q3	$1.05M	Buy	7,931 +4,228	+114%	+$571K	0.32%	86
2021 Q2	$498K	Buy	+3,703	New	+$488K	0.13%	99
2021 Q1	–	Sell	-7,597	Closed	-$1.05M	–	113
2020 Q4	$1.05M	Buy	7,597 +632	+9%	+$86.1K	0.22%	112
2020 Q3	$938K	Sell	6,965 -798	-10%	-$109K	0.2%	76
2020 Q2	$1.04M	Buy	+7,763	New	+$1.01M	0.21%	60
2020 Q1	–	Sell	-10,098	Closed	-$1.29M	–	70
2019 Q4	$1.29M	Sell	10,098 -5	-0%	-$637	0.26%	82
2019 Q3	$1.29M	Sell	10,103 -932	-8%	-$117K	0.23%	81
2019 Q2	$1.37M	Buy	11,035 +550	+5%	+$66K	0.23%	82
2019 Q1	$1.25M	Buy	+10,485	New	+$1.21M	0.21%	77
2018 Q1	–	Sell	-6,764	Closed	-$822K	–	103
2017 Q4	$822K	Buy	6,764 +32	+0.5%	+$3.87K	0.14%	95
2017 Q3	$816K	Buy	6,732 +5,693	+548%	+$688K	0.15%	98
2017 Q2	$125K	Buy	+1,039	New	+$124K	0.02%	126
2016 Q4	–	Sell	-921	Closed	-$113K	–	158
2016 Q3	$113K	Buy	921 +108	+13%	+$13.3K	0.02%	135
2016 Q2	$100K	Buy	813 +263	+48%	+$31.5K	0.02%	118
2016 Q1	$65K	Buy	+550	New	+$63.2K	0.01%	98

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Mount Lucas Management's LQD Position: Q1 2026 in Review

Mount Lucas Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 10% in Q1 2026, buying an estimated $84K and bringing the position to 8,174 shares worth $891K. The position accounts for 0.33% of the portfolio, ranked #83.

Mount Lucas Management first reported a position in LQD in Q1 2016 and has held it in 27 quarters since. The position peaked at $1.37M in Q2 2019. 1,098 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

Mount Lucas Management held 8,174 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $891K as of Q1 2026.
Mount Lucas Management bought 762 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $84K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.33% of Mount Lucas Management's portfolio in Q1 2026, its #83 holding.
Mount Lucas Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2016 and has held it in 27 quarters since.
Mount Lucas Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.37M in Q2 2019.
1,098 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Mount Lucas Management's 13F filing for Q1 2026, filed 5 May 2026.