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

MSH Capital 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 		$418K Sell
3,832
-279
-7% -$30.4K 0.07% 230
2026
Q1 		$448K Buy
4,111
+467
+13% +$51.5K 0.09% 186
2025
Q4 		$402K Buy
3,644
+661
+22% +$73.5K 0.09% 198
2025
Q3 		$333K Buy
2,983
+482
+19% +$53K 0.09% 194
2025
Q2 		$274K Buy
+2,501
New +$268K 0.08% 202

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

MSH Capital Advisors's LQD Position: Q2 2026 in Review

MSH Capital Advisors reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 6.8% in Q2 2026, selling an estimated $30.4K and leaving 3,832 shares worth $418K. The position accounts for 0.07% of the portfolio, ranked #230.

MSH Capital Advisors first reported a position in LQD in Q2 2025 and has held it in 5 quarters since. The position peaked at $448K in Q1 2026. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • MSH Capital Advisors held 3,832 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $418K as of Q2 2026.
  • MSH Capital Advisors sold 279 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $30.4K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.07% of MSH Capital Advisors's portfolio in Q2 2026, its #230 holding.
  • MSH Capital Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • MSH Capital Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $448K in Q1 2026.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.