MC
LQD icon

Moors & Cabot’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Moors & Cabot’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 		$1.05M Buy
9,625
+89
+0.9% +$9.81K 0.04% 360
2025
Q4 		$1.05M Buy
9,536
+1,218
+15% +$135K 0.05% 344
2025
Q3 		$927K Buy
8,318
+451
+6% +$49.6K 0.04% 377
2025
Q2 		$862K Sell
7,867
-353
-4% -$37.9K 0.04% 374
2025
Q1 		$893K Buy
8,220
+202
+3% +$21.8K 0.05% 354
2024
Q4 		$857K Buy
8,018
+336
+4% +$36.8K 0.04% 360
2024
Q3 		$868K Buy
7,682
+133
+2% +$14.7K 0.04% 373
2024
Q2 		$809K Sell
7,549
-533
-7% -$56.9K 0.04% 353
2024
Q1 		$880K Sell
8,082
-7
-0.1% -$761 0.05% 337
2023
Q4 		$895K Buy
8,089
+804
+11% +$83.7K 0.06% 304
2023
Q3 		$743K Buy
7,285
+34
+0.5% +$3.58K 0.05% 331
2023
Q2 		$784K Buy
7,251
+2,274
+46% +$246K 0.05% 319
2023
Q1 		$546K Sell
4,977
-320
-6% -$34.7K 0.04% 410
2022
Q4 		$558K Buy
5,297
+463
+10% +$48.5K 0.04% 390
2022
Q3 		$495K Buy
4,834
+870
+22% +$95.9K 0.04% 399
2022
Q2 		$436K Sell
3,964
-446
-10% -$50.4K 0.03% 446
2022
Q1 		$533K Sell
4,410
-324
-7% -$40.4K 0.03% 450
2021
Q4 		$627K Buy
4,734
+705
+17% +$93.7K 0.04% 397
2021
Q3 		$538K Sell
4,029
-80
-2% -$10.8K 0.03% 430
2021
Q2 		$552K Buy
4,109
+330
+9% +$43.5K 0.04% 394
2021
Q1 		$493K Buy
3,779
+1,320
+54% +$176K 0.04% 395
2020
Q4 		$343K Sell
2,459
-24
-1% -$3.27K 0.03% 483
2020
Q3 		$335K Buy
2,483
+24
+1% +$3.27K 0.03% 442
2020
Q2 		$330K Sell
2,459
-90
-4% -$11.7K 0.04% 425
2020
Q1 		$312K Buy
2,549
+356
+16% +$45.4K 0.05% 357
2019
Q4 		$279K Sell
2,193
-92
-4% -$11.7K 0.03% 480
2019
Q3 		$288K Buy
2,285
+193
+9% +$24.3K 0.03% 460
2019
Q2 		$258K Sell
2,092
-149
-7% -$17.9K 0.03% 450
2019
Q1 		$267K Sell
2,241
-187
-8% -$21.7K 0.04% 421
2018
Q4 		$273K Sell
2,428
-1,147
-32% -$129K 0.04% 384
2018
Q3 		$411K Sell
3,575
-3
-0.1% -$346 0.05% 355
2018
Q2 		$407K Sell
3,578
-300
-8% -$34.5K 0.05% 343
2018
Q1 		$455K Sell
3,878
-89
-2% -$10.5K 0.06% 348
2017
Q4 		$478K Buy
3,967
+62
+2% +$7.5K 0.06% 326
2017
Q3 		$470K Hold
3,905
– – 0.07% 316
2017
Q2 		$470K Sell
3,905
-26
-0.7% -$3.11K 0.08% 300
2017
Q1 		$464K Sell
3,931
-723
-16% -$84.9K 0.08% 289
2016
Q4 		$548K Buy
4,654
+1,121
+32% +$133K 0.09% 262
2016
Q3 		$435K Sell
3,533
-289
-8% -$35.6K 0.07% 299
2016
Q2 		$470K Hold
3,822
– – 0.08% 274
2016
Q1 		$455K Buy
3,822
+1,544
+68% +$177K 0.08% 270
2015
Q4 		$259K Hold
2,278
– – 0.05% 389
2015
Q3 		$267K Hold
2,278
– – 0.05% 393
2015
Q2 		$265K Sell
2,278
-92
-4% -$10.9K 0.04% 419
2015
Q1 		$287K Hold
2,370
– – 0.05% 392
2014
Q4 		$284K Hold
2,370
– – 0.05% 387
2014
Q3 		$280K Sell
2,370
-1,266
-35% -$151K 0.05% 393
2014
Q2 		$436K Buy
+3,636
New +$430K 0.07% 296

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 $6.73T AUM 46.02% 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 $52B AUM 24.53% 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 $5.64B AUM 18.33% 1-Year Est. Return

Moors & Cabot's LQD Position: Q1 2026 in Review

Moors & Cabot increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.93% in Q1 2026, buying an estimated $9.81K and bringing the position to 9,625 shares worth $1.05M. The position accounts for 0.04% of the portfolio, ranked #360.

Moors & Cabot first reported a position in LQD in Q2 2014 and has held it in 48 quarters since. The position peaked at $1.05M in Q4 2025. 1,100 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Moors & Cabot held 9,625 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.05M as of Q1 2026.
  • Moors & Cabot bought 89 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $9.81K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.04% of Moors & Cabot's portfolio in Q1 2026, its #360 holding.
  • Moors & Cabot first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2014 and has held it in 48 quarters since.
  • Moors & Cabot's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.05M in Q4 2025.
  • 1,100 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.