CFFP
LQD icon

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

Center for 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 		$14.1K Hold
129
– – ﹤0.01% 464
2026
Q1 		$14.1K Sell
129
-54
-30% -$5.95K ﹤0.01% 453
2025
Q4 		$20.2K Buy
183
+71
+63% +$7.89K ﹤0.01% 413
2025
Q3 		$12.5K Hold
112
– – ﹤0.01% 475
2025
Q2 		$12.3K Hold
112
– – ﹤0.01% 446
2025
Q1 		$12.2K Buy
+112
New +$12.1K ﹤0.01% 451
2020
Q2 		– Sell
-315
Closed -$39K – 520
2020
Q1 		$39K Buy
+315
New +$40.1K 0.01% 193

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

Center for Financial Planning's LQD Position: Q2 2026 in Review

Center for Financial Planning held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 129 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #464.

Center for Financial Planning first reported a position in LQD in Q1 2020 and has held it in 7 quarters since. The position peaked at $39K in Q1 2020. 1,110 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Center for Financial Planning held 129 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $14.1K as of Q2 2026.
  • Center for Financial Planning 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 Center for Financial Planning's portfolio in Q2 2026, its #464 holding.
  • Center for Financial Planning first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2020 and has held it in 7 quarters since.
  • Center for Financial Planning's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $39K in Q1 2020.
  • 1,110 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.