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Picton Mahoney Asset Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Picton Mahoney Asset 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 		$242K Hold
2,220
– – ﹤0.01% 866
2026
Q1 		$242K Sell
2,220
-1,000
-31% -$110K ﹤0.01% 834
2025
Q4 		$355K Hold
3,220
– – ﹤0.01% 763
2025
Q3 		$359K Buy
3,220
+3,020
+1,510% +$332K ﹤0.01% 628
2025
Q2 		$22K Hold
200
– – ﹤0.01% 672
2025
Q1 		$22K Hold
200
– – ﹤0.01% 556
2024
Q4 		$21K Hold
200
– – ﹤0.01% 528
2024
Q3 		$23K Hold
200
– – ﹤0.01% 389
2024
Q2 		$21K Hold
200
– – ﹤0.01% 395
2024
Q1 		$22K Sell
200
-5,170
-96% -$562K ﹤0.01% 319
2023
Q4 		$594K Buy
5,370
+1,270
+31% +$132K 0.02% 232
2023
Q3 		$418K Buy
4,100
+4,060
+10,150% +$428K 0.01% 239
2023
Q2 		$4K Sell
40
-1,180
-97% -$128K ﹤0.01% 391
2023
Q1 		$134K Sell
1,220
-70
-5% -$7.58K 0.01% 362
2022
Q4 		$136K Sell
1,290
-4,930
-79% -$516K 0.01% 516
2022
Q3 		$637K Sell
6,220
-5,870
-49% -$647K 0.02% 475
2022
Q2 		$1.33M Sell
12,090
-8,930
-42% -$1.01M 0.05% 496
2022
Q1 		$2.54M Buy
21,020
+7,330
+54% +$914K 0.09% 307
2021
Q4 		$1.81M Buy
13,690
+1,790
+15% +$238K 0.04% 450
2021
Q3 		$1.58M Sell
11,900
-2,290
-16% -$309K 0.06% 417
2021
Q2 		$1.91M Buy
14,190
+3,280
+30% +$432K 0.06% 401
2021
Q1 		$1.42M Buy
10,910
+10,320
+1,749% +$1.37M 0.07% 276
2020
Q4 		$81K Buy
590
+80
+16% +$10.9K ﹤0.01% 323
2020
Q3 		$69K Sell
510
-2,240
-81% -$305K ﹤0.01% 325
2020
Q2 		$370K Buy
2,750
+10
+0.4% +$1.3K 0.02% 242
2020
Q1 		$338K Sell
2,740
-1,820
-40% -$232K 0.02% 248
2019
Q4 		$584K Buy
+4,560
New +$581K 0.04% 179

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

Picton Mahoney Asset Management's LQD Position: Q2 2026 in Review

Picton Mahoney Asset Management held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 2,220 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #866.

Picton Mahoney Asset Management first reported a position in LQD in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.54M in Q1 2022. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Picton Mahoney Asset Management held 2,220 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $242K as of Q2 2026.
  • Picton Mahoney Asset 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 Picton Mahoney Asset Management's portfolio in Q2 2026, its #866 holding.
  • Picton Mahoney Asset Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Picton Mahoney Asset Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.54M in Q1 2022.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.