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Mustico Financial Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Mustico Financial 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 		$13.3M Sell
124,812
-597
-0.5% -$65K 8.64% 5
2026
Q1 		$13.7M Sell
125,409
-887
-0.7% -$97.8K 9.6% 3
2025
Q4 		$14M Sell
126,296
-419
-0.3% -$46.6K 10.77% 3
2025
Q3 		$12.5M Sell
126,715
-982
-0.8% -$108K 12.64% 3
2025
Q2 		$14M Buy
+127,697
New +$13.7M 12.94% 2

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

Mustico Financial Group's LQD Position: Q2 2026 in Review

Mustico Financial Group reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.48% in Q2 2026, selling an estimated $65K and leaving 124,812 shares worth $13.3M. The position accounts for 8.64% of the portfolio, ranked #5.

Mustico Financial Group first reported a position in LQD in Q2 2025 and has held it in 5 quarters since. The position peaked at $14M in Q2 2025. 1,117 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Mustico Financial Group held 124,812 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $13.3M as of Q2 2026.
  • Mustico Financial Group sold 597 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $65K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 8.64% of Mustico Financial Group's portfolio in Q2 2026, its #5 holding.
  • Mustico Financial Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Mustico Financial Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $14M in Q2 2025.
  • 1,117 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Mustico Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.