Planned Solutions’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Planned Solutions’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	$430K	Hold	3,942	–	–	0.12%	86
2026 Q1	$430K	Hold	3,942	–	–	0.14%	78
2025 Q4	$434K	Hold	3,942	–	–	0.14%	78
2025 Q3	$439K	Hold	3,942	–	–	0.15%	74
2025 Q2	$432K	Hold	3,942	–	–	0.16%	70
2025 Q1	$428K	Hold	3,942	–	–	0.17%	64
2024 Q4	$421K	Hold	3,942	–	–	0.17%	63
2024 Q3	$445K	Hold	3,942	–	–	0.18%	60
2024 Q2	$422K	Hold	3,942	–	–	0.2%	56
2024 Q1	$429K	Hold	3,942	–	–	0.21%	54
2023 Q4	$436K	Sell	3,942 -398	-9%	-$41.4K	0.2%	46
2023 Q3	$443K	Hold	4,340	–	–	0.27%	43
2023 Q2	$469K	Hold	4,340	–	–	0.28%	43
2023 Q1	$476K	Hold	4,340	–	–	0.3%	40
2022 Q4	$458K	Hold	4,340	–	–	0.34%	39
2022 Q3	$445K	Hold	4,340	–	–	0.37%	36
2022 Q2	$478K	Hold	4,340	–	–	0.45%	33
2022 Q1	$525K	Hold	4,340	–	–	0.37%	34
2021 Q4	$575K	Buy	+4,340	New	+$577K	0.38%	38
2021 Q2	$512K	Hold	3,810	–	–	0.35%	37
2021 Q1	$495K	Sell	3,810 -814	-18%	-$108K	0.39%	31
2020 Q4	$639K	Buy	4,624 +4,598	+17,685%	+$626K	0.51%	19
2020 Q3	$4K	Buy	+26	New	+$3.54K	﹤0.01%	289

Other funds holding LQD

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IGAM

iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Planned Solutions's LQD Position: Q2 2026 in Review

Planned Solutions held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 3,942 shares worth $430K. The position accounts for 0.12% of the portfolio, ranked #86.

Planned Solutions first reported a position in LQD in Q3 2020 and has held it in 23 quarters since. The position peaked at $639K in Q4 2020. 476 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Planned Solutions held 3,942 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $430K as of Q2 2026.
Planned Solutions left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.12% of Planned Solutions's portfolio in Q2 2026, its #86 holding.
Planned Solutions first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2020 and has held it in 23 quarters since.
Planned Solutions's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $639K in Q4 2020.
476 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.