Life Planning Partners
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Life Planning Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Life Planning Partners’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 		$1.39M Buy
13,627
+3,442
+34% +$365K 1.11% 23
2026
Q2 		$1.11M Buy
10,185
+1,499
+17% +$163K 0.83% 30
2026
Q1 		$947K Sell
8,686
-64
-0.7% -$7.06K 0.72% 37
2025
Q4 		$964K Buy
8,750
+198
+2% +$22K 0.74% 36
2025
Q3 		$953K Buy
8,552
+506
+6% +$55.6K 0.7% 35
2025
Q2 		$882K Sell
8,046
-904
-10% -$97K 0.7% 34
2025
Q1 		$973K Buy
8,950
+722
+9% +$77.8K 0.88% 28
2024
Q4 		$879K Buy
8,228
+550
+7% +$60.2K 0.81% 29
2024
Q3 		$867K Buy
7,678
+1,051
+16% +$116K 0.77% 30
2024
Q2 		$710K Buy
6,627
+2,583
+64% +$276K 0.64% 32
2024
Q1 		$440K Hold
4,044
– – 0.44% 42
2023
Q4 		$448K Buy
+4,044
New +$421K 0.44% 39
2022
Q3 		$476K Sell
4,644
-412
-8% -$45.4K 0.55% 35
2022
Q2 		$557K Sell
5,056
-276
-5% -$31.2K 0.63% 34
2022
Q1 		$644K Sell
5,332
-213
-4% -$26.6K 0.66% 32
2021
Q4 		$735K Buy
+5,545
New +$737K 0.74% 32

Other funds holding LQD

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Meiji Yasuda Life Insurance
Meiji Yasuda Life Insurance Tokyo, Japan $2.87B AUM 0.29% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 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 $9.7B AUM 12.94% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.87B AUM 14.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Life Planning Partners's LQD Position: Q3 2026 in Review

Life Planning Partners increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 34% in Q3 2026, buying an estimated $365K and bringing the position to 13,627 shares worth $1.39M. The position accounts for 1.11% of the portfolio, ranked #23.

Life Planning Partners first reported a position in LQD in Q4 2021 and has held it in 16 quarters since. 917 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

  • Life Planning Partners held 13,627 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.39M as of Q3 2026.
  • Life Planning Partners bought 3,442 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $365K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 1.11% of Life Planning Partners's portfolio in Q3 2026, its #23 holding.
  • Life Planning Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 16 quarters since.
  • 917 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Life Planning Partners's 13F filing for Q3 2026, filed 28 Oct 2026.