Mount Lucas Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | – | Sell |
-8,390
| Closed | -$915K | – | 171 |
|
|
2026
Q2 | $915K | Buy |
8,390
+216
| +3% | +$23.5K | 0.33% | 110 |
|
|
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 | $1.06M | Buy |
7,931
+4,228
| +114% | +$571K | 0.32% | 86 |
|
|
2021
Q2 | $498K | Buy |
+3,703
| New | +$488K | 0.14% | 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% | 117 |
|
|
2016
Q1 | $65K | Buy |
+550
| New | +$63.2K | 0.01% | 98 |
|
Other funds holding LQD
Mount Lucas Management's LQD Position: Q3 2026 in Review
Mount Lucas Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2026, closing a stake of 8,390 shares — an estimated $915K sold.
Mount Lucas Management first reported a position in LQD in Q1 2016 and held it in 28 quarters. The position peaked at $1.37M in Q2 2019. 624 funds tracked by Wall St. Rank hold LQD as of Q3 2026.
- Mount Lucas Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
- Mount Lucas Management sold 8,390 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $915K.
- Mount Lucas Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2016 and held it in 28 quarters.
- Mount Lucas Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.37M in Q2 2019.
- 624 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.
Based on Mount Lucas Management's 13F filing for Q3 2026, filed 9 Nov 2026.