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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Plan Group Financial's LQD Position: Q1 2026 in Review

Plan Group Financial reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 36% in Q1 2026, selling an estimated $629K and leaving 9,956 shares worth $1.09M. The position accounts for 0.25% of the portfolio, ranked #85.

Plan Group Financial first reported a position in LQD in Q2 2022 and has held it in 13 quarters since. The position peaked at $5.99M in Q3 2023. 1,096 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

Plan Group Financial held 9,956 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.09M as of Q1 2026.
Plan Group Financial sold 5,703 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $629K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.25% of Plan Group Financial's portfolio in Q1 2026, its #85 holding.
Plan Group Financial first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2022 and has held it in 13 quarters since.
Plan Group Financial's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $5.99M in Q3 2023.
1,096 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.