Mutual of America Capital Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Mutual of America Capital 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	$149M	Hold	1,368,140	–	–	1.45%	8
2026 Q1	$149M	Hold	1,368,140	–	–	1.7%	7
2025 Q4	$151M	Hold	1,368,140	–	–	1.58%	9
2025 Q3	$153M	Sell	1,368,140 -210,000	-13%	-$23.1M	1.61%	8
2025 Q2	$173M	Hold	1,578,140	–	–	1.86%	6
2025 Q1	$172M	Hold	1,578,140	–	–	1.98%	5
2024 Q4	$169M	Hold	1,578,140	–	–	1.81%	5
2024 Q3	$178M	Hold	1,578,140	–	–	1.88%	5
2024 Q2	$169M	Hold	1,578,140	–	–	1.85%	5
2024 Q1	$172M	Hold	1,578,140	–	–	1.85%	5
2023 Q4	$175M	Hold	1,578,140	–	–	2.01%	4
2023 Q3	$161M	Hold	1,578,140	–	–	1.98%	4
2023 Q2	$171M	Hold	1,578,140	–	–	1.94%	3
2023 Q1	$173M	Hold	1,578,140	–	–	2.05%	3
2022 Q4	$166M	Hold	1,578,140	–	–	2.07%	3
2022 Q3	$162M	Hold	1,578,140	–	–	2.18%	3
2022 Q2	$174M	Hold	1,578,140	–	–	2.22%	3
2022 Q1	$191M	Hold	1,578,140	–	–	2.03%	4
2021 Q4	$209M	Buy	1,578,140 +146,973	+10%	+$19.5M	2.12%	3
2021 Q3	$190M	Buy	1,431,167 +334,543	+31%	+$45.2M	1.89%	5
2021 Q2	$147M	Buy	1,096,624 +13,543	+1%	+$1.79M	1.45%	6
2021 Q1	$141M	Buy	1,083,081 +6,750	+0.6%	+$898K	1.48%	6
2020 Q4	$149M	Hold	1,076,331	–	–	1.69%	6
2020 Q3	$145M	Buy	1,076,331 +295,039	+38%	+$40.2M	1.94%	6
2020 Q2	$105M	Buy	+781,292	New	+$102M	1.48%	6

Other funds holding LQD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Mutual of America Capital Management's LQD Position: Q2 2026 in Review

Mutual of America Capital Management held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 1,368,140 shares worth $149M. The position accounts for 1.45% of the portfolio, ranked #8.

Mutual of America Capital Management first reported a position in LQD in Q2 2020 and has held it in 25 quarters since. The position peaked at $209M in Q4 2021. 810 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Mutual of America Capital Management held 1,368,140 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $149M as of Q2 2026.
Mutual of America Capital 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 1.45% of Mutual of America Capital Management's portfolio in Q2 2026, its #8 holding.
Mutual of America Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2020 and has held it in 25 quarters since.
Mutual of America Capital Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $209M in Q4 2021.
810 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Mutual of America Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.