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

Planning Project 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
2025 Q4	$28.3M	Buy	+257,087	New	+$28.6M	7.12%	5

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

JSTA

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

SAMU

SONA Asset Management (US) New York $4.76B AUM 23.76% 1-Year Est. Return

Planning Project LLC's LQD Position: Q4 2025 in Review

Planning Project LLC opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2025: 257,087 shares worth $28.3M. The stake represents 7.12% of the portfolio and ranks #5 among its holdings.

1,146 funds tracked by Wall St. Rank hold LQD as of Q4 2025.

Planning Project LLC held 257,087 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $28.3M as of Q4 2025.
iShares iBoxx $ Investment Grade Corporate Bond ETF was a new Planning Project LLC position in Q4 2025.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 7.12% of Planning Project LLC's portfolio in Q4 2025, its #5 holding.
1,146 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.