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

United 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 Q2	$238K	Buy	2,178 +23	+1%	+$2.51K	0.12%	51
2026 Q1	$235K	Buy	2,155 +208	+11%	+$22.9K	0.14%	47
2025 Q4	$215K	Buy	1,947 +29	+2%	+$3.22K	0.13%	54
2025 Q3	$214K	Buy	+1,918	New	+$211K	0.13%	43

Other funds holding LQD

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

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

MYLI

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

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

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

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 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

United Financial Planning Group's LQD Position: Q2 2026 in Review

United Financial Planning Group increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 1.1% in Q2 2026, buying an estimated $2.51K and bringing the position to 2,178 shares worth $238K. The position accounts for 0.12% of the portfolio, ranked #51.

United Financial Planning Group first reported a position in LQD in Q3 2025 and has held it in 4 quarters since. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

United Financial Planning Group held 2,178 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $238K as of Q2 2026.
United Financial Planning Group bought 23 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $2.51K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.12% of United Financial Planning Group's portfolio in Q2 2026, its #51 holding.
United Financial Planning Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.