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 $1.55T 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. 1,120 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.
  • 1,120 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.