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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
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 $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

MSH Capital Advisors's LQD Position: Q1 2026 in Review

MSH Capital Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 13% in Q1 2026, buying an estimated $51.5K and bringing the position to 4,111 shares worth $448K. The position accounts for 0.09% of the portfolio, ranked #186.

MSH Capital Advisors first reported a position in LQD in Q2 2025 and has held it in 4 quarters since. 1,096 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • MSH Capital Advisors held 4,111 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $448K as of Q1 2026.
  • MSH Capital Advisors bought 467 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $51.5K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.09% of MSH Capital Advisors's portfolio in Q1 2026, its #186 holding.
  • MSH Capital Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,096 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.