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

Investments & Financial Planning LLC’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
Q1 		$375K Sell
3,440
-377
-10% -$41.6K 0.2% 31
2025
Q4 		$421K Sell
3,817
-499
-12% -$55.5K 0.23% 26
2025
Q3 		$481K Buy
4,316
+41
+1% +$4.51K 0.26% 21
2025
Q2 		$469K Sell
4,275
-51
-1% -$5.47K 0.27% 21
2025
Q1 		$470K Sell
4,326
-39
-0.9% -$4.2K 0.31% 21
2024
Q4 		$466K Sell
4,365
-12
-0.3% -$1.31K 0.29% 21
2024
Q3 		$495K Sell
4,377
-301
-6% -$33.3K 0.31% 21
2024
Q2 		$501K Buy
4,678
+20
+0.4% +$2.13K 0.34% 22
2024
Q1 		$507K Buy
4,658
+76
+2% +$8.26K 0.35% 23
2023
Q4 		$507K Sell
4,582
-2,137
-32% -$223K 0.38% 21
2023
Q3 		$685K Buy
6,719
+43
+0.6% +$4.53K 0.61% 20
2023
Q2 		$722K Sell
6,676
-502
-7% -$54.3K 0.63% 20
2023
Q1 		$787K Sell
7,178
-665
-8% -$72K 0.72% 19
2022
Q4 		$827K Buy
+7,843
New +$821K 0.81% 19
2022
Q2 		$880K Sell
7,998
-301
-4% -$34K 0.91% 17
2022
Q1 		$1M Buy
8,299
+30
+0.4% +$3.74K 0.88% 17
2021
Q4 		$1.02M Buy
+8,269
New +$1.1M 0.92% 17

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Investments & Financial Planning LLC's LQD Position: Q1 2026 in Review

Investments & Financial Planning LLC reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 9.9% in Q1 2026, selling an estimated $41.6K and leaving 3,440 shares worth $375K. The position accounts for 0.2% of the portfolio, ranked #31.

Investments & Financial Planning LLC first reported a position in LQD in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.02M in Q4 2021. 1,098 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Investments & Financial Planning LLC held 3,440 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $375K as of Q1 2026.
  • Investments & Financial Planning LLC sold 377 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $41.6K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.2% of Investments & Financial Planning LLC's portfolio in Q1 2026, its #31 holding.
  • Investments & Financial Planning LLC first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 17 quarters since.
  • Investments & Financial Planning LLC's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.02M in Q4 2021.
  • 1,098 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Investments & Financial Planning LLC's 13F filing for Q1 2026, filed 11 May 2026.