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

OFC Financial Planning’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	$675K	Sell	6,186 -325	-5%	-$35.4K	0.6%	37
2026 Q1	$710K	Hold	6,511	–	–	0.7%	37
2025 Q4	$717K	Sell	6,511 -679	-9%	-$75.5K	0.68%	38
2025 Q3	$801K	Sell	7,190 -148	-2%	-$16.3K	0.79%	34
2025 Q2	$804K	Hold	7,338	–	–	0.85%	33
2025 Q1	$798K	Sell	7,338 -85	-1%	-$9.16K	0.9%	28
2024 Q4	$793K	Buy	+7,423	New	+$812K	0.84%	30

Other funds holding LQD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

OFC Financial Planning's LQD Position: Q2 2026 in Review

OFC Financial Planning reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 5% in Q2 2026, selling an estimated $35.4K and leaving 6,186 shares worth $675K. The position accounts for 0.6% of the portfolio, ranked #37.

OFC Financial Planning first reported a position in LQD in Q4 2024 and has held it in 7 quarters since. The position peaked at $804K in Q2 2025. 725 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

OFC Financial Planning held 6,186 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $675K as of Q2 2026.
OFC Financial Planning sold 325 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $35.4K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.6% of OFC Financial Planning's portfolio in Q2 2026, its #37 holding.
OFC Financial Planning first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
OFC Financial Planning's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $804K in Q2 2025.
725 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on OFC Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.