XPN
LQD icon

XY Planning Network’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

XY Planning Network’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 		$398K Sell
3,651
-6
-0.2% -$654 0.05% 237
2026
Q1 		$397K Buy
+3,657
New +$403K 0.06% 202

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
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 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

XY Planning Network's LQD Position: Q2 2026 in Review

XY Planning Network reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.16% in Q2 2026, selling an estimated $654 and leaving 3,651 shares worth $398K. The position accounts for 0.05% of the portfolio, ranked #237.

XY Planning Network first reported a position in LQD in Q1 2026 and has held it in 2 quarters since. 324 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • XY Planning Network held 3,651 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $398K as of Q2 2026.
  • XY Planning Network sold 6 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $654.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.05% of XY Planning Network's portfolio in Q2 2026, its #237 holding.
  • XY Planning Network first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 324 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.