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

Mechanics Financial Corp’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 Q1	$57.9K	Hold	531	–	–	0.02%	165
2025 Q4	$58.5K	Hold	531	–	–	0.02%	167
2025 Q3	$59.2K	Hold	531	–	–	0.02%	169
2025 Q2	$58.2K	Hold	531	–	–	0.02%	170
2025 Q1	$57.7K	Hold	531	–	–	0.03%	167
2024 Q4	$56.7K	Hold	531	–	–	0.03%	164
2024 Q3	$60K	Hold	531	–	–	0.03%	156
2024 Q2	$56.9K	Hold	531	–	–	0.03%	159
2024 Q1	$57.8K	Hold	531	–	–	0.03%	154
2023 Q4	$58.8K	Hold	531	–	–	0.03%	146
2023 Q3	$54.2K	Hold	531	–	–	0.03%	145
2023 Q2	$57.4K	Hold	531	–	–	0.03%	149
2023 Q1	$58.2K	Hold	531	–	–	0.03%	147
2022 Q4	$56K	Sell	531 -1,050	-66%	-$110K	0.03%	148
2022 Q3	$162K	Hold	1,581	–	–	0.11%	113
2022 Q2	$174K	Hold	1,581	–	–	0.1%	114
2022 Q1	$191K	Hold	1,581	–	–	0.1%	118
2021 Q4	$210K	Buy	+1,581	New	+$210K	0.1%	113

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Mechanics Financial Corp's LQD Position: Q1 2026 in Review

Mechanics Financial Corp held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q1 2026 at 531 shares worth $57.9K. The position accounts for 0.02% of the portfolio, ranked #165.

Mechanics Financial Corp first reported a position in LQD in Q4 2021 and has held it in 18 quarters since. The position peaked at $210K in Q4 2021. 1,095 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

Mechanics Financial Corp held 531 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $57.9K as of Q1 2026.
Mechanics Financial Corp left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q1 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.02% of Mechanics Financial Corp's portfolio in Q1 2026, its #165 holding.
Mechanics Financial Corp first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 18 quarters since.
Mechanics Financial Corp's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $210K in Q4 2021.
1,095 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Mechanics Financial Corp's 13F filing for Q1 2026, filed 6 May 2026.