Cabot Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Cabot Wealth Management’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
2022 Q2	–	Sell	-1,833	Closed	-$222K	–	159
2022 Q1	$222K	Sell	1,833 -7,424	-80%	-$926K	0.03%	157
2021 Q4	$1.23M	Buy	9,257 +368	+4%	+$48.9K	0.16%	94
2021 Q3	$1.18M	Buy	8,889 +486	+6%	+$65.7K	0.16%	92
2021 Q2	$1.13M	Buy	8,403 +448	+6%	+$59.1K	0.15%	93
2021 Q1	$1.03M	Buy	7,955 +370	+5%	+$49.2K	0.15%	89
2020 Q4	$1.05M	Buy	7,585 +577	+8%	+$78.6K	0.16%	81
2020 Q3	$944K	Buy	7,008 +4,421	+171%	+$603K	0.17%	81
2020 Q2	$347K	Buy	+2,587	New	+$336K	0.07%	105

Other funds holding LQD

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Cabot Wealth Management's LQD Position: Q2 2022 in Review

Cabot Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2022, closing a stake of 1,833 shares — an estimated $222K sold.

Cabot Wealth Management first reported a position in LQD in Q2 2020 and held it in 8 quarters. The position peaked at $1.23M in Q4 2021. 1,005 funds tracked by Wall St. Rank hold LQD as of Q2 2022.

Cabot Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Cabot Wealth Management sold 1,833 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $222K.
Cabot Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2020 and held it in 8 quarters.
Cabot Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.23M in Q4 2021.
1,005 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Cabot Wealth Management's 13F filing for Q2 2022, filed 1 Aug 2022.