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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
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 $1.37T 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

Mokosak Advisory Group's LQD Position: Q1 2026 in Review

Mokosak Advisory Group increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 3.4% in Q1 2026, buying an estimated $119K and bringing the position to 32,870 shares worth $3.58M. The position accounts for 0.9% of the portfolio, ranked #14.

Mokosak Advisory Group first reported a position in LQD in Q1 2020 and has held it in 25 quarters since. 1,095 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Mokosak Advisory Group held 32,870 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $3.58M as of Q1 2026.
  • Mokosak Advisory Group bought 1,079 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $119K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.9% of Mokosak Advisory Group's portfolio in Q1 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 25 quarters since.
  • 1,095 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Mokosak Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.