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 Q3	$632K	Hold	6,186	–	–	0.54%	37
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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Meiji Yasuda Life Insurance Tokyo, Japan $2.87B AUM 0.29% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.87B AUM 14.02% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

OFC Financial Planning's LQD Position: Q3 2026 in Review

OFC Financial Planning held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q3 2026 at 6,186 shares worth $632K. The position accounts for 0.54% of the portfolio, ranked #37.

OFC Financial Planning first reported a position in LQD in Q4 2024 and has held it in 8 quarters since. The position peaked at $804K in Q2 2025. 917 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

OFC Financial Planning held 6,186 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $632K as of Q3 2026.
OFC Financial Planning left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q3 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.54% of OFC Financial Planning's portfolio in Q3 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 8 quarters since.
OFC Financial Planning's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $804K in Q2 2025.
917 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on OFC Financial Planning's 13F filing for Q3 2026, filed 6 Nov 2026.