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

SCS 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	$205K	Hold	1,883	–	–	﹤0.01%	467
2026 Q1	$205K	Hold	1,883	–	–	﹤0.01%	453
2025 Q4	$207K	Sell	1,883 -29	-2%	-$3.22K	﹤0.01%	472
2025 Q3	$213K	Buy	+1,912	New	+$210K	﹤0.01%	489
2021 Q3	–	Sell	-5,134	Closed	-$690K	–	51
2021 Q2	$690K	Sell	5,134 -185	-3%	-$24.4K	0.01%	42
2021 Q1	$692K	Sell	5,319 -738	-12%	-$98.2K	0.01%	40
2020 Q4	$837K	Buy	6,057 +7	+0.1%	+$953	0.02%	38
2020 Q3	$815K	Sell	6,050 -229	-4%	-$31.2K	0.02%	39
2020 Q2	$845K	Sell	6,279 -1,250	-17%	-$163K	0.02%	41
2020 Q1	$930K	Sell	7,529 -97,472	-93%	-$12.4M	0.03%	40
2019 Q4	$13.4M	Buy	105,001 +3,759	+4%	+$479K	0.41%	19
2019 Q3	$12.9M	Buy	101,242 +35,489	+54%	+$4.47M	0.43%	11
2019 Q2	$8.18M	Buy	65,753 +22,536	+52%	+$2.71M	0.28%	16
2019 Q1	$5.14M	Sell	43,217 -104,962	-71%	-$12.2M	0.19%	20
2018 Q4	$16.7M	Sell	148,179 -335,934	-69%	-$37.8M	0.66%	18
2018 Q3	$55.6M	Buy	484,113 +46,709	+11%	+$5.38M	1.9%	11
2018 Q2	$50.1M	Sell	437,404 -158,405	-27%	-$18.2M	1.8%	12
2018 Q1	$69.9M	Sell	595,809 -843,898	-59%	-$99.7M	2.55%	9
2017 Q4	$175M	Buy	1,439,707 +83,577	+6%	+$10.1M	5.57%	6
2017 Q3	$164M	Buy	+1,356,130	New	+$164M	4.02%	8
2017 Q1	–	Sell	-11,892	Closed	-$1.39M	–	21
2016 Q4	$1.39M	Buy	+11,892	New	+$1.41M	0.05%	19
2013 Q4	–	Sell	-3,728	Closed	-$423K	–	21
2013 Q3	$423K	Buy	+3,728	New	+$422K	0.04%	20

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

SCS Capital Management's LQD Position: Q2 2026 in Review

SCS Capital Management held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 1,883 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #467.

SCS Capital Management first reported a position in LQD in Q3 2013 and has held it in 22 quarters since. The position peaked at $175M in Q4 2017. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

SCS Capital Management held 1,883 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $205K as of Q2 2026.
SCS 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 ﹤0.01% of SCS Capital Management's portfolio in Q2 2026, its #467 holding.
SCS Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2013 and has held it in 22 quarters since.
SCS Capital Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $175M in Q4 2017.
1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on SCS Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.