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Mokosak Advisory Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Mokosak Advisory Group’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 		$3.6M Buy
33,009
+139
+0.4% +$15.1K 0.78% 14
2026
Q1 		$3.58M Buy
32,870
+1,079
+3% +$119K 0.9% 14
2025
Q4 		$3.5M Buy
31,791
+2,071
+7% +$230K 0.88% 14
2025
Q3 		$3.31M Buy
29,720
+332
+1% +$36.5K 0.87% 14
2025
Q2 		$3.22M Sell
29,388
-1,254
-4% -$135K 0.91% 14
2025
Q1 		$3.33M Buy
30,642
+1,574
+5% +$170K 1.03% 13
2024
Q4 		$3.11M Buy
29,068
+892
+3% +$97.6K 0.93% 14
2024
Q3 		$3.18M Sell
28,176
-1,375
-5% -$152K 0.95% 14
2024
Q2 		$3.17M Buy
29,551
+34
+0.1% +$3.63K 1.05% 14
2024
Q1 		$3.21M Buy
29,517
+1,725
+6% +$187K 1.06% 14
2023
Q4 		$3.08M Buy
27,792
+598
+2% +$62.3K 1.1% 14
2023
Q3 		$2.77M Buy
27,194
+891
+3% +$93.9K 1.13% 14
2023
Q2 		$2.84M Buy
26,303
+620
+2% +$67K 1.12% 14
2023
Q1 		$2.82M Sell
25,683
-185
-0.7% -$20K 1.2% 14
2022
Q4 		$2.73M Sell
25,868
-1,483
-5% -$155K 1.22% 13
2022
Q3 		$2.8M Buy
27,351
+5,287
+24% +$583K 1.38% 14
2022
Q2 		$2.43M Sell
22,064
-259
-1% -$29.2K 1.16% 13
2022
Q1 		$2.7M Buy
22,323
+859
+4% +$107K 1.09% 13
2021
Q4 		$2.84M Buy
21,464
+1,199
+6% +$159K 1.09% 13
2021
Q3 		$2.7M Buy
20,265
+306
+2% +$41.4K 1.12% 13
2021
Q2 		$2.68M Buy
19,959
+592
+3% +$78K 1.13% 13
2021
Q1 		$2.51M Buy
19,367
+2,624
+16% +$349K 1.13% 13
2020
Q4 		$2.31M Sell
16,743
-1,247
-7% -$170K 1.11% 13
2020
Q3 		$2.42M Sell
17,990
-589
-3% -$80.3K 1.39% 11
2020
Q2 		$2.5M Buy
18,579
+4,924
+36% +$640K 1.52% 11
2020
Q1 		$1.69M Buy
+13,655
New +$1.74M 1.26% 11

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

Mokosak Advisory Group's LQD Position: Q2 2026 in Review

Mokosak Advisory Group increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.42% in Q2 2026, buying an estimated $15.1K and bringing the position to 33,009 shares worth $3.6M. The position accounts for 0.78% of the portfolio, ranked #14.

Mokosak Advisory Group first reported a position in LQD in Q1 2020 and has held it in 26 quarters since. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Mokosak Advisory Group held 33,009 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $3.6M as of Q2 2026.
  • Mokosak Advisory Group bought 139 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $15.1K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.78% of Mokosak Advisory Group's portfolio in Q2 2026, its #14 holding.
  • Mokosak Advisory Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Mokosak Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.