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

Mascoma 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
2026
Q2 		$45.8K Hold
420
– – 0.01% 197
2026
Q1 		$45.8K Hold
420
– – 0.01% 194
2025
Q4 		$46.3K Hold
420
– – 0.01% 187
2025
Q3 		$46.8K Hold
420
– – 0.01% 199
2025
Q2 		$46K Hold
420
– – 0.01% 198
2025
Q1 		$45.6K Hold
420
– – 0.01% 194
2024
Q4 		$44.9K Hold
420
– – 0.01% 210
2024
Q3 		$47.5K Buy
+420
New +$46.5K 0.01% 196
2023
Q1 		– Sell
-8
Closed -$843 – 617
2022
Q4 		$843 Hold
8
– – ﹤0.01% 590
2022
Q3 		$1K Sell
8
-862
-99% -$95K ﹤0.01% 577
2022
Q2 		$96K Buy
870
+595
+216% +$67.2K 0.03% 174
2022
Q1 		$33K Sell
275
-991
-78% -$124K 0.01% 320
2021
Q4 		$168K Sell
1,266
-90
-7% -$12K 0.06% 115
2021
Q3 		$180K Buy
+1,356
New +$183K 0.07% 107
2021
Q2 		– Sell
-861
Closed -$112K – 308
2021
Q1 		$112K Sell
861
-28,233
-97% -$3.76M 0.05% 143
2020
Q4 		$4.02M Buy
+29,094
New +$3.96M 2.01% 15
2018
Q2 		– Sell
-525
Closed -$62K – 399
2018
Q1 		$62K Hold
525
– – 0.04% 135
2017
Q4 		$62K Hold
525
– – 0.04% 134
2017
Q3 		$64K Hold
525
– – 0.04% 133
2017
Q2 		$63K Hold
525
– – 0.04% 141
2017
Q1 		$62K Hold
525
– – 0.04% 130
2016
Q4 		$62K Buy
+525
New +$62.4K 0.05% 128

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

Mascoma Wealth Management's LQD Position: Q2 2026 in Review

Mascoma Wealth Management held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 420 shares worth $45.8K. The position accounts for 0.01% of the portfolio, ranked #197.

Mascoma Wealth Management first reported a position in LQD in Q4 2016 and has held it in 22 quarters since. The position peaked at $4.02M in Q4 2020. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Mascoma Wealth Management held 420 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $45.8K as of Q2 2026.
  • Mascoma Wealth Management left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #197 holding.
  • Mascoma Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2016 and has held it in 22 quarters since.
  • Mascoma Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $4.02M in Q4 2020.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.