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
2021 Q1	–	Sell	-8,000	Closed	-$1K	–	2671
2020 Q4	$1K	Buy	8,000 +4,000	+100%	+$545K	﹤0.01%	2325
2020 Q3	$2K	Hold	4,000	–	–	﹤0.01%	2095
2020 Q2	$3K	Hold	4,000	–	–	﹤0.01%	1932
2020 Q1	$28K	Sell	4,000 -1,500	-27%	-$191K	﹤0.01%	1698
2019 Q4	$3K	Buy	+5,500	New	+$700K	﹤0.01%	1945
2018 Q3	–	Sell	-1,300	Closed	-$1K	–	2130
2018 Q2	$1K	Hold	1,300	–	–	﹤0.01%	2025
2018 Q1	$1K	Buy	+1,300	New	+$154K	﹤0.01%	2019

Other funds holding LQD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Creative Planning's LQD Position: Q1 2026 in Review

Creative Planning increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 6% in Q1 2026, buying an estimated $3.36M and bringing the position to 541,154 shares worth $59M. The position accounts for 0.04% of the portfolio, ranked #188.

Creative Planning first reported a position in LQD in Q2 2013 and has held it in 51 quarters since. The position peaked at $73.6M in Q3 2023. 1,096 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

Creative Planning held 541,154 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $59M as of Q1 2026.
Creative Planning bought 30,499 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $3.36M.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.04% of Creative Planning's portfolio in Q1 2026, its #188 holding.
Creative Planning first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 51 quarters since.
Creative Planning's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $73.6M in Q3 2023.
1,096 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.