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Plan Group Financial’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Plan Group Financial’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 		$877K Sell
8,042
-1,914
-19% -$209K 0.18% 99
2026
Q1 		$1.09M Sell
9,956
-5,703
-36% -$629K 0.25% 85
2025
Q4 		$1.73M Sell
15,659
-9,257
-37% -$1.03M 0.45% 69
2025
Q3 		$2.78M Sell
24,916
-12,165
-33% -$1.34M 0.75% 44
2025
Q2 		$4.06M Sell
37,081
-14,564
-28% -$1.56M 1.34% 20
2025
Q1 		$5.61M Buy
51,645
+5,332
+12% +$575K 2% 15
2024
Q4 		$4.95M Buy
46,313
+905
+2% +$99K 2.61% 15
2024
Q3 		$5.13M Buy
45,408
+3,222
+8% +$356K 2.71% 14
2024
Q2 		$4.52M Buy
42,186
+3,016
+8% +$322K 2.76% 15
2024
Q1 		$4.27M Buy
39,170
+4,735
+14% +$515K 2.8% 15
2023
Q4 		$3.81M Sell
34,435
-24,277
-41% -$2.53M 3.34% 11
2023
Q3 		$5.99M Buy
58,712
+46,024
+363% +$4.85M 4.31% 11
2023
Q2 		$1.37M Buy
+12,688
New +$1.37M 1.15% 22
2022
Q2 		$482K Buy
+4,380
New +$495K 0.83% 29

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Plan Group Financial's LQD Position: Q2 2026 in Review

Plan Group Financial reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 19% in Q2 2026, selling an estimated $209K and leaving 8,042 shares worth $877K. The position accounts for 0.18% of the portfolio, ranked #99.

Plan Group Financial first reported a position in LQD in Q2 2022 and has held it in 14 quarters since. The position peaked at $5.99M in Q3 2023. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Plan Group Financial held 8,042 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $877K as of Q2 2026.
  • Plan Group Financial sold 1,914 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $209K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.18% of Plan Group Financial's portfolio in Q2 2026, its #99 holding.
  • Plan Group Financial first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2022 and has held it in 14 quarters since.
  • Plan Group Financial's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $5.99M in Q3 2023.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.