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

Creative 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 Q1	$59M	Buy	541,154 +30,499	+6%	+$3.36M	0.04%	188
2025 Q4	$56.3M	Buy	510,655 +23,833	+5%	+$2.65M	0.04%	187
2025 Q3	$54.3M	Buy	486,822 +17,254	+4%	+$1.9M	0.04%	175
2025 Q2	$51.5M	Sell	469,568 -881	-0.2%	-$94.5K	0.04%	166
2025 Q1	$51.1M	Buy	470,449 +1,826	+0.4%	+$197K	0.05%	153
2024 Q4	$50.1M	Buy	468,623 +30,136	+7%	+$3.3M	0.05%	148
2024 Q3	$49.5M	Buy	438,487 +6,866	+2%	+$760K	0.05%	143
2024 Q2	$46.2M	Buy	431,621 +15,470	+4%	+$1.65M	0.05%	145
2024 Q1	$45.3M	Buy	416,151 +8,476	+2%	+$921K	0.05%	142
2023 Q4	$45.1M	Sell	407,675 -313,989	-44%	-$32.7M	0.08%	131
2023 Q3	$73.6M	Buy	721,664 +356,000	+97%	+$37.5M	0.1%	98
2023 Q2	$39.5M	Buy	365,664 +13,881	+4%	+$1.5M	0.05%	136
2023 Q1	$38.6M	Buy	351,783 +5,701	+2%	+$617K	0.06%	131
2022 Q4	$36.5M	Sell	346,082 -15,475	-4%	-$1.62M	0.05%	136
2022 Q3	$37M	Buy	361,557 +91,326	+34%	+$10.1M	0.06%	120
2022 Q2	$29.7M	Buy	270,231 +80,294	+42%	+$9.07M	0.05%	148
2022 Q1	$23M	Buy	189,937 +116,507	+159%	+$14.5M	0.04%	180
2021 Q4	$9.73M	Sell	73,430 -570	-0.8%	-$75.8K	0.02%	287
2021 Q3	$9.84M	Buy	74,000 +3,611	+5%	+$488K	0.02%	271
2021 Q2	$9.46M	Sell	70,389 -3,535	-5%	-$466K	0.02%	277
2021 Q1	$9.61M	Buy	73,924 +1,023	+1%	+$136K	0.02%	280
2020 Q4	$10.1M	Buy	72,901 +3,076	+4%	+$419K	0.02%	255
2020 Q3	$9.41M	Sell	69,825 -2,848	-4%	-$388K	0.02%	218
2020 Q2	$9.78M	Buy	72,673 +8,083	+13%	+$1.05M	0.03%	197
2020 Q1	$7.98M	Sell	64,590 -6,443	-9%	-$821K	0.03%	195
2019 Q4	$9.09M	Buy	71,033 +14,344	+25%	+$1.83M	0.03%	208
2019 Q3	$7.23M	Sell	56,689 -8,065	-12%	-$1.02M	0.02%	235
2019 Q2	$8.05M	Buy	64,754 +639	+1%	+$76.7K	0.03%	214
2019 Q1	$7.63M	Sell	64,115 -6,076	-9%	-$704K	0.03%	209
2018 Q4	$7.92M	Sell	70,191 -1,561	-2%	-$176K	0.03%	176
2018 Q3	$8.25M	Sell	71,752 -32,213	-31%	-$3.71M	0.03%	192
2018 Q2	$11.9M	Sell	103,965 -1,343	-1%	-$155K	0.05%	136
2018 Q1	$12.4M	Sell	105,308 -7,098	-6%	-$839K	0.05%	130
2017 Q4	$13.7M	Sell	112,406 -15,922	-12%	-$1.93M	0.06%	121
2017 Q3	$15.6M	Sell	128,328 -10,102	-7%	-$1.22M	0.07%	110
2017 Q2	$16.7M	Buy	138,430 +11,915	+9%	+$1.42M	0.08%	95
2017 Q1	$14.9M	Sell	126,515 -17,839	-12%	-$2.09M	0.08%	98
2016 Q4	$16.9M	Sell	144,354 -44,101	-23%	-$5.24M	0.1%	91
2016 Q3	$23.2M	Buy	188,455 +179,425	+1,987%	+$22.1M	0.15%	69
2016 Q2	$1.11M	Buy	9,030 +1,728	+24%	+$207K	0.01%	491
2016 Q1	$868K	Sell	7,302 -1,531	-17%	-$176K	0.01%	544
2015 Q4	$1.01M	Buy	8,833 +761	+9%	+$88K	0.01%	504
2015 Q3	$937K	Buy	+8,072	New	+$933K	0.01%	499
2015 Q2	–	Sell	-10,826	Closed	-$1.32M	–	2170
2015 Q1	$1.32M	Buy	10,826 +1,053	+11%	+$128K	0.01%	381
2014 Q4	$1.17M	Buy	9,773 +800	+9%	+$95.3K	0.01%	406
2014 Q3	$1.06M	Buy	8,973 +2,641	+42%	+$314K	0.01%	383
2014 Q2	$755K	Buy	6,332 +2,397	+61%	+$284K	0.01%	486
2014 Q1	$460K	Sell	3,935 -221	-5%	-$25.6K	0.01%	658
2013 Q4	$475K	Sell	4,156 -3,979	-49%	-$454K	0.01%	530
2013 Q3	$924K	Buy	8,135 +414	+5%	+$46.8K	0.02%	282
2013 Q2	$878K	Buy	+7,721	New	+$918K	0.02%	260