Cornerstone Planning Group
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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
Q3 		– Sell
-968
Closed -$103K – 1038
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

Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
SFC
Summit Financial Consulting Sterling Heights, Michigan $136M AUM 9.85% 1-Year Est. Return
AWMT
AAFMAA Wealth Management & Trust Fayetteville, North Carolina $291M AUM 14.48% 1-Year Est. Return
Vision Capital Management
Vision Capital Management Portland, Oregon $882M AUM 19.09% 1-Year Est. Return
CAP
Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return
HCM
HMS Capital Management Nashville, Tennessee $264M AUM 34.23% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

Cornerstone Planning Group's LQD Position: Q3 2026 in Review

Cornerstone Planning Group sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2026, closing a stake of 968 shares — an estimated $103K sold.

Cornerstone Planning Group first reported a position in LQD in Q4 2022 and held it in 14 quarters. The position peaked at $264K in Q3 2025. 214 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

  • Cornerstone Planning Group reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 968 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $103K.
  • Cornerstone Planning Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2022 and held it in 14 quarters.
  • Cornerstone Planning Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $264K in Q3 2025.
  • 214 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.