Mackenzie Financial
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Mackenzie Financial’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Mackenzie Financial’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 		$22.9M Sell
210,000
-5,977
-3% -$651K 0.02% 413
2026
Q1 		$23.5M Sell
215,977
-8,000
-4% -$882K 0.03% 382
2025
Q4 		$24.7M Sell
223,977
-723
-0.3% -$80.4K 0.03% 355
2025
Q3 		$25M Buy
224,700
+10,700
+5% +$1.18M 0.03% 347
2025
Q2 		$23.5M Buy
214,000
+900
+0.4% +$96.6K 0.03% 336
2025
Q1 		$23.2M Sell
213,100
-1,600
-0.7% -$172K 0.03% 317
2024
Q4 		$22.9M Sell
214,700
-5,300
-2% -$580K 0.03% 328
2024
Q3 		$24.9M Buy
220,000
+17,400
+9% +$1.93M 0.03% 312
2024
Q2 		$21.7M Sell
202,600
-651,900
-76% -$69.6M 0.03% 321
2024
Q1 		$93.1M Buy
854,500
+23,600
+3% +$2.56M 0.13% 147
2023
Q4 		$91.9M Buy
830,900
+1,600
+0.2% +$167K 0.14% 144
2023
Q3 		$82.5M Sell
829,300
-12,400
-1% -$1.31M 0.14% 143
2023
Q2 		$90.5M Sell
841,700
-12,200
-1% -$1.32M 0.14% 149
2023
Q1 		$93.6M Buy
853,900
+700
+0.1% +$75.8K 0.14% 151
2022
Q4 		$90M Sell
853,200
-809,400
-49% -$84.7M 0.15% 150
2022
Q3 		$170M Sell
1,662,600
-6,200
-0.4% -$683K 0.29% 85
2022
Q2 		$184M Buy
1,668,800
+131,200
+9% +$14.8M 0.29% 85
2022
Q1 		$186M Sell
1,537,600
-11,800
-0.8% -$1.47M 0.25% 98
2021
Q4 		$205M Sell
1,549,400
-34,500
-2% -$4.59M 0.28% 91
2021
Q3 		$211M Buy
1,583,900
+183,200
+13% +$24.8M 0.3% 86
2021
Q2 		$188M Buy
1,400,700
+39,700
+3% +$5.23M 0.26% 92
2021
Q1 		$177M Sell
1,361,000
-380,600
-22% -$50.6M 0.27% 96
2020
Q4 		$241M Buy
1,741,600
+332,800
+24% +$45.3M 0.52% 51
2020
Q3 		$190M Buy
1,408,800
+341,600
+32% +$46.6M 0.47% 58
2020
Q2 		$144M Buy
1,067,200
+1,061,100
+17,395% +$138M 0.38% 77
2020
Q1 		$753K Sell
6,100
-31,400
-84% -$4M ﹤0.01% 717
2019
Q4 		$4.8M Buy
37,500
+3,600
+11% +$458K 0.01% 445
2019
Q3 		$4.32M Buy
33,900
+300
+0.9% +$37.8K 0.01% 477
2019
Q2 		$4.18M Sell
33,600
-198,112
-85% -$23.8M 0.01% 476
2019
Q1 		$27.6M Buy
231,712
+124,012
+115% +$14.4M 0.07% 233
2018
Q4 		$12.2M Sell
107,700
-329,803
-75% -$37.1M 0.03% 325
2018
Q3 		$50.3M Buy
437,503
+427,262
+4,172% +$49.2M 0.12% 163
2018
Q2 		$1.17M Sell
10,241
-94,759
-90% -$10.9M ﹤0.01% 661
2018
Q1 		$12.3M Buy
105,000
+67,500
+180% +$7.97M 0.03% 297
2017
Q4 		$4.56M Buy
37,500
+25,900
+223% +$3.13M 0.01% 442
2017
Q3 		$1.41M Sell
11,600
-1,349,994
-99% -$163M 0.01% 418
2017
Q2 		$164M Buy
1,361,594
+1,175,900
+633% +$141M 0.91% 23
2017
Q1 		$21.9M Buy
185,694
+68,400
+58% +$8.03M 0.13% 173
2016
Q4 		$13.7M Sell
117,294
-100
-0.1% -$11.9K 0.08% 199
2016
Q3 		$14.5M Sell
117,394
-21,600
-16% -$2.66M 0.09% 183
2016
Q2 		$17.1M Buy
138,994
+58,300
+72% +$6.99M 0.1% 205
2016
Q1 		$9.59M Buy
80,694
+20,300
+34% +$2.33M 0.09% 206
2015
Q4 		$6.89M Buy
60,394
+3,491
+6% +$404K 0.04% 286
2015
Q3 		$6.61M Sell
56,903
-32,163
-36% -$3.72M 0.04% 274
2015
Q2 		$10.3M Sell
89,066
-254,000
-74% -$30.1M 0.06% 250
2015
Q1 		$41.8M Buy
+343,066
New +$41.6M 0.22% 111

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

Mackenzie Financial's LQD Position: Q2 2026 in Review

Mackenzie Financial reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 2.8% in Q2 2026, selling an estimated $651K and leaving 210,000 shares worth $22.9M. The position accounts for 0.02% of the portfolio, ranked #413.

Mackenzie Financial first reported a position in LQD in Q1 2015 and has held it in 46 quarters since. The position peaked at $241M in Q4 2020. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Mackenzie Financial held 210,000 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $22.9M as of Q2 2026.
  • Mackenzie Financial sold 5,977 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $651K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.02% of Mackenzie Financial's portfolio in Q2 2026, its #413 holding.
  • Mackenzie Financial first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2015 and has held it in 46 quarters since.
  • Mackenzie Financial's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $241M in Q4 2020.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.