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
2025
Q4 		– Sell
-304,100
Closed -$27.4K – 1759
2025
Q3 		$27.4K Buy
+304,100
New +$33.4M ﹤0.01% 1677

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Mackenzie Financial's LQD Position: Q1 2026 in Review

Mackenzie Financial reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 3.6% in Q1 2026, selling an estimated $882K and leaving 215,977 shares worth $23.5M. The position accounts for 0.03% of the portfolio, ranked #382.

Mackenzie Financial first reported a position in LQD in Q1 2015 and has held it in 45 quarters since. The position peaked at $241M in Q4 2020. 1,098 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Mackenzie Financial held 215,977 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $23.5M as of Q1 2026.
  • Mackenzie Financial sold 8,000 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $882K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.03% of Mackenzie Financial's portfolio in Q1 2026, its #382 holding.
  • Mackenzie Financial first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2015 and has held it in 45 quarters since.
  • Mackenzie Financial's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $241M in Q4 2020.
  • 1,098 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.