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Cannon Financial Strategists’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Cannon Financial Strategists’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
-3,077
Closed -$372K – 75
2022
Q1 		$372K Sell
3,077
-1,313
-30% -$164K 0.13% 47
2021
Q4 		$582K Buy
4,390
+22
+0.5% +$2.92K 0.21% 38
2021
Q3 		$581K Sell
4,368
-1,051
-19% -$142K 0.22% 38
2021
Q2 		$728K Sell
5,419
-1,180
-18% -$156K 0.29% 30
2021
Q1 		$858K Buy
6,599
+356
+6% +$47.4K 0.37% 28
2020
Q4 		$862K Buy
6,243
+467
+8% +$63.6K 0.42% 27
2020
Q3 		$778K Sell
5,776
-2,078
-26% -$283K 0.43% 28
2020
Q2 		$1.06M Sell
7,854
-7,937
-50% -$1.03M 0.64% 23
2020
Q1 		$1.95M Sell
15,791
-7,592
-32% -$967K 1.45% 17
2019
Q4 		$2.99M Sell
23,383
-8,923
-28% -$1.14M 1.95% 14
2019
Q3 		$4.12M Sell
32,306
-6,278
-16% -$791K 3.15% 10
2019
Q2 		$4.8M Sell
38,584
-237
-0.6% -$28.5K 4.04% 8
2019
Q1 		$4.62M Buy
+38,821
New +$4.5M 4.14% 8

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
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
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Cannon Financial Strategists's LQD Position: Q2 2022 in Review

Cannon Financial Strategists sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2022, closing a stake of 3,077 shares — an estimated $372K sold.

Cannon Financial Strategists first reported a position in LQD in Q1 2019 and held it in 13 quarters. The position peaked at $4.8M in Q2 2019. 1,005 funds tracked by Wall St. Rank hold LQD as of Q2 2022.

  • Cannon Financial Strategists reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Cannon Financial Strategists sold 3,077 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $372K.
  • Cannon Financial Strategists first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2019 and held it in 13 quarters.
  • Cannon Financial Strategists's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $4.8M in Q2 2019.
  • 1,005 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Cannon Financial Strategists's 13F filing for Q2 2022, filed 2 Oct 2024.