Lawrence B. Cohen’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Lawrence B. Cohen’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 Q1	–	Sell	-2,150	Closed	-$285K	–	82
2021 Q4	$285K	Buy	+2,150	New	+$286K	0.11%	82
2017 Q1	–	Sell	-1,970	Closed	-$231K	–	77
2016 Q4	$231K	Sell	1,970 -1,325	-40%	-$157K	0.14%	67
2016 Q3	$406K	Sell	3,295 -300	-8%	-$37K	0.24%	56
2016 Q2	$441K	Sell	3,595 -900	-20%	-$108K	0.26%	57
2016 Q1	$534K	Sell	4,495 -900	-17%	-$103K	0.35%	48
2015 Q4	$615K	Sell	5,395 -2,665	-33%	-$308K	0.42%	44
2015 Q3	$936K	Sell	8,060 -100	-1%	-$11.6K	0.65%	34
2015 Q2	$944K	Sell	8,160 -250	-3%	-$29.6K	0.6%	33
2015 Q1	$1.02M	Sell	8,410 -60	-0.7%	-$7.28K	0.62%	33
2014 Q4	$1.01M	Sell	8,470 -925	-10%	-$110K	0.61%	34
2014 Q3	$1.11M	Sell	9,395 -6,950	-43%	-$826K	0.73%	32
2014 Q2	$1.95M	Sell	16,345 -425	-3%	-$50.3K	1.28%	26
2014 Q1	$1.96M	Sell	16,770 -100	-0.6%	-$11.6K	1.35%	25
2013 Q4	$1.93M	Hold	16,870	–	–	1.37%	26
2013 Q3	$1.92M	Sell	16,870 -1,325	-7%	-$150K	1.45%	26
2013 Q2	$2.07M	Buy	+18,195	New	+$2.16M	1.53%	26

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Lawrence B. Cohen's LQD Position: Q1 2022 in Review

Lawrence B. Cohen sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2022, closing a stake of 2,150 shares — an estimated $285K sold.

Lawrence B. Cohen first reported a position in LQD in Q2 2013 and held it in 16 quarters. The position peaked at $2.07M in Q2 2013. 1,080 funds tracked by Wall St. Rank hold LQD as of Q1 2022.

Lawrence B. Cohen reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Lawrence B. Cohen sold 2,150 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $285K.
Lawrence B. Cohen first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and held it in 16 quarters.
Lawrence B. Cohen's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.07M in Q2 2013.
1,080 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Lawrence B. Cohen's 13F filing for Q1 2022, filed 13 May 2022.