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MTC Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

MTC Wealth 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 		$13.3M Buy
121,712
+9,178
+8% +$1.01M 6.3% 5
2025
Q4 		$12.4M Sell
112,534
-995
-0.9% -$111K 5.82% 5
2025
Q3 		$12.7M Sell
113,529
-960
-0.8% -$106K 5.89% 5
2025
Q2 		$12.5M Sell
114,489
-3,646
-3% -$391K 6.03% 5
2025
Q1 		$12.8M Buy
118,135
+30,006
+34% +$3.23M 6.31% 5
2024
Q4 		$9.42M Sell
88,129
-840
-0.9% -$91.9K 4.53% 10
2024
Q3 		$10.1M Buy
88,969
+317
+0.4% +$35.1K 4.54% 8
2024
Q2 		$9.5M Sell
88,652
-3,692
-4% -$394K 4.52% 8
2024
Q1 		$10.1M Sell
92,344
-3,782
-4% -$411K 4.62% 9
2023
Q4 		$10.6M Sell
96,126
-875
-0.9% -$91.1K 4.95% 9
2023
Q3 		$9.9M Sell
97,001
-50,139
-34% -$5.29M 4.87% 9
2023
Q2 		$15.9M Sell
147,140
-59,302
-29% -$6.41M 7.68% 6
2023
Q1 		$22.6M Sell
206,442
-65,616
-24% -$7.11M 11.63% 4
2022
Q4 		$28.7M Buy
272,058
+109,611
+67% +$11.5M 15.25% 1
2022
Q3 		$16.6M Buy
162,447
+137,055
+540% +$15.1M 9.41% 5
2022
Q2 		$2.79M Buy
+25,392
New +$2.87M 1.49% 11

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

MTC Wealth Management's LQD Position: Q1 2026 in Review

MTC Wealth Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 8.2% in Q1 2026, buying an estimated $1.01M and bringing the position to 121,712 shares worth $13.3M. The position accounts for 6.3% of the portfolio, ranked #5.

MTC Wealth Management first reported a position in LQD in Q2 2022 and has held it in 16 quarters since. The position peaked at $28.7M in Q4 2022. 1,096 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • MTC Wealth Management held 121,712 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $13.3M as of Q1 2026.
  • MTC Wealth Management bought 9,178 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $1.01M.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 6.3% of MTC Wealth Management's portfolio in Q1 2026, its #5 holding.
  • MTC Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • MTC Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $28.7M in Q4 2022.
  • 1,096 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on MTC Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.