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

RMR 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
2025 Q4	–	Sell	-3,984	Closed	-$444K	–	79
2025 Q3	$444K	Buy	3,984 +840	+27%	+$92.3K	0.31%	54
2025 Q2	$345K	Buy	3,144 +36	+1%	+$3.86K	0.25%	62
2025 Q1	$338K	Buy	3,108 +23	+0.7%	+$2.48K	0.24%	64
2024 Q4	$330K	Buy	+3,085	New	+$338K	0.24%	61

Other funds holding LQD

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

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

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

SAMU

SONA Asset Management (US) New York $4.76B AUM 23.76% 1-Year Est. Return

RMR Capital Management's LQD Position: Q4 2025 in Review

RMR Capital Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2025, closing a stake of 3,984 shares — an estimated $444K sold.

RMR Capital Management first reported a position in LQD in Q4 2024 and held it in 4 quarters. The position peaked at $444K in Q3 2025. 1,146 funds tracked by Wall St. Rank hold LQD as of Q4 2025.

RMR Capital Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
RMR Capital Management sold 3,984 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $444K.
RMR Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and held it in 4 quarters.
RMR Capital Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $444K in Q3 2025.
1,146 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2025.

Based on RMR Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.