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

Gainplan’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
Q3 		$4.01M Sell
39,203
-4,578
-10% -$485K 1.55% 10
2026
Q2 		$4.78M Buy
43,781
+10,532
+32% +$1.15M 1.88% 9
2026
Q1 		$3.62M Buy
+33,249
New +$3.67M 2.72% 8
2020
Q1 		– Sell
-112,389
Closed -$14.4M – 32
2019
Q4 		$14.4M Buy
112,389
+110,858
+7,241% +$14.1M 7.57% 5
2019
Q3 		$195K Sell
1,531
-157
-9% -$19.8K 0.12% 32
2019
Q2 		$210K Sell
1,688
-6,638
-80% -$797K 0.13% 30
2019
Q1 		$991K Sell
8,326
-859
-9% -$99.5K 1.12% 7
2018
Q4 		$1.04M Sell
9,185
-3,995
-30% -$449K 1.01% 6
2018
Q3 		$1.51M Sell
13,180
-192
-1% -$22.1K 0.82% 6
2018
Q2 		$1.53M Buy
13,372
+10,286
+333% +$1.18M 1.11% 5
2018
Q1 		$362K Buy
+3,086
New +$365K 0.46% 9

Other funds holding LQD

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return

Gainplan's LQD Position: Q3 2026 in Review

Gainplan reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 10% in Q3 2026, selling an estimated $485K and leaving 39,203 shares worth $4.01M. The position accounts for 1.55% of the portfolio, ranked #10.

Gainplan first reported a position in LQD in Q1 2018 and has held it in 11 quarters since. The position peaked at $14.4M in Q4 2019. 54 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

  • Gainplan held 39,203 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $4.01M as of Q3 2026.
  • Gainplan sold 4,578 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $485K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 1.55% of Gainplan's portfolio in Q3 2026, its #10 holding.
  • Gainplan first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2018 and has held it in 11 quarters since.
  • Gainplan's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $14.4M in Q4 2019.
  • 54 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Gainplan's 13F filing for Q3 2026, filed 9 Oct 2026.