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Superior Planning, LLC’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Superior Planning, LLC’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
Q3 		$7.98K Buy
+78
New +$8.27K ﹤0.01% 1019

Other funds holding LQD

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Allianz
Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Superior Planning, LLC's LQD Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2026: 78 shares worth $7.98K. The stake represents ﹤0.01% of the portfolio and ranks #1019 among its holdings.

804 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

  • Superior Planning, LLC held 78 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $7.98K as of Q3 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF was a new Superior Planning, LLC position in Q3 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1019 holding.
  • 804 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.