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Stonebridge Financial Planning Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Stonebridge Financial Planning Group’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 		$1.38M Buy
12,645
+814
+7% +$89.7K 0.51% 65
2025
Q4 		$1.3M Sell
11,831
-322
-3% -$35.8K 0.47% 69
2025
Q3 		$1.35M Buy
12,153
+685
+6% +$75.3K 0.51% 61
2025
Q2 		$1.26M Buy
11,468
+245
+2% +$26.3K 0.52% 61
2025
Q1 		$1.22M Sell
11,223
-249
-2% -$26.8K 0.56% 59
2024
Q4 		$1.23M Sell
11,472
-866
-7% -$94.8K 0.55% 55
2024
Q3 		$1.39M Sell
12,338
-221
-2% -$24.4K 0.66% 46
2024
Q2 		$1.35M Sell
12,559
-919
-7% -$98.1K 0.68% 44
2024
Q1 		$1.47M Buy
13,478
+1,213
+10% +$132K 0.78% 38
2023
Q4 		$1.36M Sell
12,265
-7,413
-38% -$772K 0.78% 38
2023
Q3 		$2.01M Sell
19,678
-3,017
-13% -$318K 1.29% 21
2023
Q2 		$2.45M Sell
22,695
-5,490
-19% -$594K 1.5% 20
2023
Q1 		$3.09M Buy
28,185
+14,559
+107% +$1.58M 1.99% 10
2022
Q4 		$1.44M Buy
13,626
+206
+2% +$21.6K 0.96% 35
2022
Q3 		$1.38M Buy
+13,420
New +$1.48M 0.96% 34
2022
Q1 		– Sell
-215
Closed -$27K – 257
2021
Q4 		$27K Hold
215
– – 0.01% 274
2021
Q3 		$29K Hold
215
– – 0.01% 269
2021
Q2 		$29K Buy
215
+140
+187% +$18.5K 0.02% 266
2021
Q1 		$10K Hold
75
– – 0.01% 356
2020
Q4 		$10K Sell
75
-200
-73% -$27.2K 0.01% 328
2020
Q3 		$37K Sell
275
-150
-35% -$20.4K 0.03% 210
2020
Q2 		$57K Buy
+425
New +$55.3K 0.05% 168

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Stonebridge Financial Planning Group's LQD Position: Q1 2026 in Review

Stonebridge Financial Planning Group increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 6.9% in Q1 2026, buying an estimated $89.7K and bringing the position to 12,645 shares worth $1.38M. The position accounts for 0.51% of the portfolio, ranked #65.

Stonebridge Financial Planning Group first reported a position in LQD in Q2 2020 and has held it in 22 quarters since. The position peaked at $3.09M in Q1 2023. 1,098 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Stonebridge Financial Planning Group held 12,645 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.38M as of Q1 2026.
  • Stonebridge Financial Planning Group bought 814 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $89.7K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.51% of Stonebridge Financial Planning Group's portfolio in Q1 2026, its #65 holding.
  • Stonebridge Financial Planning Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2020 and has held it in 22 quarters since.
  • Stonebridge Financial Planning Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.09M in Q1 2023.
  • 1,098 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.