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

Cypress Financial 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
Q2 		$927K Sell
8,500
-604
-7% -$65.8K 0.22% 39
2026
Q1 		$992K Buy
9,104
+78
+0.9% +$8.6K 0.27% 35
2025
Q4 		$999K Buy
9,026
+853
+10% +$94.8K 0.28% 34
2025
Q3 		$911K Buy
8,173
+155
+2% +$17K 0.28% 32
2025
Q2 		$879K Buy
8,018
+108
+1% +$11.6K 0.29% 30
2025
Q1 		$860K Sell
7,910
-1,184
-13% -$128K 0.31% 31
2024
Q4 		$972K Buy
9,094
+171
+2% +$18.7K 0.36% 26
2024
Q3 		$1.01M Sell
8,923
-1,007
-10% -$111K 0.37% 25
2024
Q2 		$1.06M Sell
9,930
-796
-7% -$85K 0.44% 24
2024
Q1 		$1.17M Sell
10,726
-2,550
-19% -$277K 0.53% 22
2023
Q4 		$1.45M Buy
13,276
+847
+7% +$88.2K 1.31% 12
2023
Q3 		$1.27M Buy
12,429
+1,094
+10% +$115K 0.72% 17
2023
Q2 		$1.22M Sell
11,335
-279
-2% -$30.2K 0.69% 17
2023
Q1 		$1.28M Sell
11,614
-768
-6% -$83.2K 0.78% 16
2022
Q4 		$1.31M Buy
12,382
+5,303
+75% +$555K 0.88% 16
2022
Q3 		$725K Sell
7,079
-1,181
-14% -$130K 0.51% 20
2022
Q2 		$909K Buy
+8,260
New +$933K 0.62% 19

Other funds holding LQD

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JF
Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
AWMT
AAFMAA Wealth Management & Trust Fayetteville, North Carolina $286M AUM 19.57% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
VIS
Vertex Investment Solutions Chiyoda-Ku $148M AUM
TCM
Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

Cypress Financial Planning's LQD Position: Q2 2026 in Review

Cypress Financial Planning reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 6.6% in Q2 2026, selling an estimated $65.8K and leaving 8,500 shares worth $927K. The position accounts for 0.22% of the portfolio, ranked #39.

Cypress Financial Planning first reported a position in LQD in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.45M in Q4 2023. 170 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Cypress Financial Planning held 8,500 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $927K as of Q2 2026.
  • Cypress Financial Planning sold 604 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $65.8K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.22% of Cypress Financial Planning's portfolio in Q2 2026, its #39 holding.
  • Cypress Financial Planning first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Cypress Financial Planning's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.45M in Q4 2023.
  • 170 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.