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BFC Planning, Inc.’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

BFC Planning, Inc.’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 		$272K Buy
2,490
+631
+34% +$68.8K 0.01% 830
2026
Q1 		$203K Sell
1,859
-384
-17% -$42.3K 0.01% 870
2025
Q4 		$247K Sell
2,243
-413
-16% -$45.9K 0.01% 789
2025
Q3 		$296K Buy
2,656
+12
+0.5% +$1.32K 0.02% 535
2025
Q2 		$290K Buy
2,644
+812
+44% +$87.1K 0.02% 500
2025
Q1 		$199K Sell
1,832
-1,500
-45% -$162K 0.02% 611
2024
Q4 		$356K Buy
+3,332
New +$365K 0.03% 428

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Meiji Yasuda Life Insurance
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.27% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Allianz
Allianz Munich, Germany $9.49B AUM 23.65% 1-Year Est. Return

BFC Planning, Inc.'s LQD Position: Q2 2026 in Review

BFC Planning, Inc. increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 34% in Q2 2026, buying an estimated $68.8K and bringing the position to 2,490 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #830.

BFC Planning, Inc. first reported a position in LQD in Q4 2024 and has held it in 7 quarters since. The position peaked at $356K in Q4 2024. 1,123 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • BFC Planning, Inc. held 2,490 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $272K as of Q2 2026.
  • BFC Planning, Inc. bought 631 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $68.8K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #830 holding.
  • BFC Planning, Inc. first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $356K in Q4 2024.
  • 1,123 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.