Plan Group Financial
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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
Q3 		$514K Sell
4,983
-3,059
-38% -$324K 0.1% 114
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

Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Towercrest Capital Management
Towercrest Capital Management Newtown, Pennsylvania $700M AUM 8.37% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Summit Financial Consulting
Summit Financial Consulting Sterling Heights, Michigan $136M AUM 9.85% 1-Year Est. Return
AAFMAA Wealth Management & Trust
AAFMAA Wealth Management & Trust Fayetteville, North Carolina $291M AUM 14.48% 1-Year Est. Return

Plan Group Financial's LQD Position: Q3 2026 in Review

Plan Group Financial reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 38% in Q3 2026, selling an estimated $324K and leaving 4,983 shares worth $514K. The position accounts for 0.1% of the portfolio, ranked #114.

Plan Group Financial first reported a position in LQD in Q2 2022 and has held it in 15 quarters since. The position peaked at $5.99M in Q3 2023. 304 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

  • Plan Group Financial held 4,983 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $514K as of Q3 2026.
  • Plan Group Financial sold 3,059 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $324K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.1% of Plan Group Financial's portfolio in Q3 2026, its #114 holding.
  • Plan Group Financial first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2022 and has held it in 15 quarters since.
  • Plan Group Financial's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $5.99M in Q3 2023.
  • 304 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.