Cornerstone Planning Group’s iShares BBB Rated Corporate Bond ETF LQDB Stock Holding History

Cornerstone Planning Group’s Portfolio LQDB Stock Details LQDB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-16	Closed	-$1.41K	–	1787
2025 Q3	$1.41K	Buy	+16	New	+$1.39K	﹤0.01%	1232

Other funds holding LQDB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IWP

Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Cornerstone Planning Group's LQDB Position: Q4 2025 in Review

Cornerstone Planning Group sold out of iShares BBB Rated Corporate Bond ETF (LQDB) in Q4 2025, closing a stake of 16 shares — an estimated $1.41K sold.

Cornerstone Planning Group first reported a position in LQDB in Q3 2025 and held it in 1 quarter. The position peaked at $1.41K in Q3 2025. 15 funds tracked by Wall St. Rank hold LQDB as of Q4 2025.

Cornerstone Planning Group reported no remaining iShares BBB Rated Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Cornerstone Planning Group sold 16 iShares BBB Rated Corporate Bond ETF shares in Q4 2025, an estimated $1.41K.
Cornerstone Planning Group first reported a position in iShares BBB Rated Corporate Bond ETF in Q3 2025 and held it in 1 quarter.
Cornerstone Planning Group's iShares BBB Rated Corporate Bond ETF position peaked at $1.41K in Q3 2025.
15 funds tracked by Wall St. Rank held iShares BBB Rated Corporate Bond ETF as of Q4 2025.

Based on Cornerstone Planning Group's 13F filing for Q4 2025, filed 2 Feb 2026.