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

MTM Investment 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 Q2	$436	Hold	4	–	–	﹤0.01%	688
2026 Q1	$436	Hold	4	–	–	﹤0.01%	687
2025 Q4	$441	Hold	4	–	–	﹤0.01%	688
2025 Q3	$446	Hold	4	–	–	﹤0.01%	703
2025 Q2	$438	Hold	4	–	–	﹤0.01%	706
2025 Q1	$435	Hold	4	–	–	﹤0.01%	280
2024 Q4	$427	Hold	4	–	–	﹤0.01%	266
2024 Q3	$446	Hold	4	–	–	﹤0.01%	270
2024 Q2	$428	Hold	4	–	–	﹤0.01%	265
2024 Q1	$436	Hold	4	–	–	﹤0.01%	286
2023 Q4	$443	Hold	4	–	–	﹤0.01%	257
2023 Q3	$408	Hold	4	–	–	﹤0.01%	252
2023 Q2	$433	Buy	+4	New	+$433	﹤0.01%	262

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

MTM Investment Management's LQD Position: Q2 2026 in Review

MTM Investment Management held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 4 shares worth $436. The position accounts for ﹤0.01% of the portfolio, ranked #688.

MTM Investment Management first reported a position in LQD in Q2 2023 and has held it in 13 quarters since. The position peaked at $446 in Q3 2025. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

MTM Investment Management held 4 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $436 as of Q2 2026.
MTM Investment Management left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of MTM Investment Management's portfolio in Q2 2026, its #688 holding.
MTM Investment Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2023 and has held it in 13 quarters since.
MTM Investment Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $446 in Q3 2025.
1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.