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Peak Planning Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Peak Planning Group’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
2021
Q1 		$309K Sell
2,372
-982
-29% -$131K 0.3% 58
2020
Q4 		$463K Sell
3,354
-1,095
-25% -$149K 0.53% 36
2020
Q3 		$599K Buy
+4,449
New +$607K 0.84% 24

Other funds holding LQD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FRBONY
Federal Reserve Bank of New York New York $5.06B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Peak Planning Group's LQD Position: Q1 2021 in Review

Peak Planning Group reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 29% in Q1 2021, selling an estimated $131K and leaving 2,372 shares worth $309K. The position accounts for 0.3% of the portfolio, ranked #58.

Peak Planning Group first reported a position in LQD in Q3 2020 and has held it in 3 quarters since. The position peaked at $599K in Q3 2020. 1,076 funds tracked by Wall St. Rank hold LQD as of Q1 2021.

  • Peak Planning Group held 2,372 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $309K as of Q1 2021.
  • Peak Planning Group sold 982 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2021, an estimated $131K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.3% of Peak Planning Group's portfolio in Q1 2021, its #58 holding.
  • Peak Planning Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2020 and has held it in 3 quarters since.
  • Peak Planning Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $599K in Q3 2020.
  • 1,076 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2021.

Based on Peak Planning Group's 13F filing for Q1 2021, filed 22 Jun 2026.