NPAN
LQD icon

Northeast Planning Associates NH’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Northeast Planning Associates NH’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 		$1.12M Buy
+11,213
New +$1.22M 0.84% 28

Other funds holding LQD

JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Northeast Planning Associates NH's LQD Position: Q2 2026 in Review

Northeast Planning Associates NH opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026: 11,213 shares worth $1.12M. The stake represents 0.84% of the portfolio and ranks #28 among its holdings.

476 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Northeast Planning Associates NH held 11,213 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.12M as of Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF was a new Northeast Planning Associates NH position in Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.84% of Northeast Planning Associates NH's portfolio in Q2 2026, its #28 holding.
  • 476 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Northeast Planning Associates NH's 13F filing for Q2 2026, filed 30 Jul 2026.