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

Comprehensive 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	$13.3K	Hold	122	–	–	0.01%	266
2026 Q1	$13.3K	Sell	122 -214	-64%	-$23.6K	0.01%	246
2025 Q4	$37K	Buy	336 +214	+175%	+$23.8K	0.02%	178
2025 Q3	$13.6K	Hold	122	–	–	0.01%	223
2025 Q2	$13.4K	Hold	122	–	–	0.01%	214
2025 Q1	$13.3K	Hold	122	–	–	0.01%	196
2024 Q4	$13K	Buy	+122	New	+$13.3K	0.01%	226

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Comprehensive Financial Planning's LQD Position: Q2 2026 in Review

Comprehensive Financial Planning held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 122 shares worth $13.3K. The position accounts for 0.01% of the portfolio, ranked #266.

Comprehensive Financial Planning first reported a position in LQD in Q4 2024 and has held it in 7 quarters since. The position peaked at $37K in Q4 2025. 1,120 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Comprehensive Financial Planning held 122 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $13.3K as of Q2 2026.
Comprehensive 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 Comprehensive Financial Planning's portfolio in Q2 2026, its #266 holding.
Comprehensive Financial Planning first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Comprehensive Financial Planning's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $37K in Q4 2025.
1,120 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.