APFP
LQD icon

Action Point Financial Planning’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Action Point Financial Planning’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 		$1.53M Buy
+14,004
New +$1.53M 0.16% 129

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

Action Point Financial Planning's LQD Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026: 14,004 shares worth $1.53M. The stake represents 0.16% of the portfolio and ranks #129 among its holdings.

1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Action Point Financial Planning held 14,004 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.53M as of Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF was a new Action Point Financial Planning position in Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.16% of Action Point Financial Planning's portfolio in Q2 2026, its #129 holding.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.