CPG
LQD icon

Cornerstone Planning Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Cornerstone Planning Group’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 		$103K Sell
968
-436
-31% -$47.5K 0.01% 245
2026
Q1 		$153K Sell
1,404
-360
-20% -$39.7K 0.02% 193
2025
Q4 		$195K Sell
1,764
-599
-25% -$66.6K 0.03% 138
2025
Q3 		$264K Buy
2,363
+2,312
+4,533% +$254K 0.04% 116
2025
Q2 		$5.65K Sell
51
-209
-80% -$22.4K ﹤0.01% 696
2025
Q1 		$27.6K Buy
260
+73
+39% +$7.87K 0.01% 342
2024
Q4 		$20.2K Sell
187
-21
-10% -$2.3K ﹤0.01% 308
2024
Q3 		$22.8K Sell
208
-217
-51% -$24K 0.01% 283
2024
Q2 		$46.8K Sell
425
-194
-31% -$20.7K 0.01% 209
2024
Q1 		$65.8K Sell
619
-1,016
-62% -$110K 0.02% 144
2023
Q4 		$181K Sell
1,635
-819
-33% -$85.3K 0.06% 87
2023
Q3 		$250K Buy
2,454
+1,580
+181% +$167K 0.1% 69
2023
Q2 		$94.5K Buy
+874
New +$94.5K 0.04% 144
2022
Q4 		$143K Buy
+1,287
New +$135K 0.06% 124

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

Cornerstone Planning Group's LQD Position: Q2 2026 in Review

Cornerstone Planning Group reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 31% in Q2 2026, selling an estimated $47.5K and leaving 968 shares worth $103K. The position accounts for 0.01% of the portfolio, ranked #245.

Cornerstone Planning Group first reported a position in LQD in Q4 2022 and has held it in 14 quarters since. The position peaked at $264K in Q3 2025. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Cornerstone Planning Group held 968 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $103K as of Q2 2026.
  • Cornerstone Planning Group sold 436 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $47.5K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #245 holding.
  • Cornerstone Planning Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $264K in Q3 2025.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.