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Plancorp LLC’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Plancorp LLC’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 		$526K Buy
+4,922
New +$536K 0.01% 247

Other funds holding LQD

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JF
Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
AWMT
AAFMAA Wealth Management & Trust Fayetteville, North Carolina $286M AUM 19.57% 1-Year Est. Return
AIMC
Alley Investment Management Company Lake Forest, Illinois $856M AUM 15.11% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CAP
Cordoba Advisory Partners New York $472M AUM

Plancorp LLC's LQD Position: Q2 2026 in Review

Plancorp LLC opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026: 4,922 shares worth $526K. The stake represents 0.01% of the portfolio and ranks #247 among its holdings.

287 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Plancorp LLC held 4,922 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $526K as of Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF was a new Plancorp LLC position in Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #247 holding.
  • 287 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.