MFG
LQD icon

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
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 $1.37T 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

Mustico Financial Group's LQD Position: Q1 2026 in Review

Mustico Financial Group reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.7% in Q1 2026, selling an estimated $97.8K and leaving 125,409 shares worth $13.7M. The position accounts for 9.6% of the portfolio, ranked #3.

Mustico Financial Group first reported a position in LQD in Q2 2025 and has held it in 4 quarters since. The position peaked at $14M in Q2 2025. 1,098 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Mustico Financial Group held 125,409 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $13.7M as of Q1 2026.
  • Mustico Financial Group sold 887 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $97.8K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 9.6% of Mustico Financial Group's portfolio in Q1 2026, its #3 holding.
  • Mustico Financial Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Mustico Financial Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $14M in Q2 2025.
  • 1,098 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Mustico Financial Group's 13F filing for Q1 2026, filed 15 May 2026.