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 $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Creative Planning's LQD Position: Q2 2026 in Review

Creative Planning increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 28% in Q2 2026, buying an estimated $16.6M and bringing the position to 693,381 shares worth $75.6M. The position accounts for 0.04% of the portfolio, ranked #177.

Creative Planning first reported a position in LQD in Q2 2013 and has held it in 52 quarters since. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Creative Planning held 693,381 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $75.6M as of Q2 2026.
Creative Planning bought 152,227 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $16.6M.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.04% of Creative Planning's portfolio in Q2 2026, its #177 holding.
Creative Planning first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 52 quarters since.
1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.