LPP
LQD icon

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
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

JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
NDSIB
North Dakota State Investment Board Bismarck, North Dakota $2.46B AUM

Life Planning Partners's LQD Position: Q2 2026 in Review

Life Planning Partners increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 17% in Q2 2026, buying an estimated $163K and bringing the position to 10,185 shares worth $1.11M. The position accounts for 0.83% of the portfolio, ranked #30.

Life Planning Partners first reported a position in LQD in Q4 2021 and has held it in 15 quarters since. 595 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Life Planning Partners held 10,185 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.11M as of Q2 2026.
  • Life Planning Partners bought 1,499 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $163K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.83% of Life Planning Partners's portfolio in Q2 2026, its #30 holding.
  • Life Planning Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 15 quarters since.
  • 595 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Life Planning Partners's 13F filing for Q2 2026, filed 22 Jul 2026.