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PFG Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

PFG Advisors’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 		$633K Sell
5,802
-319
-5% -$34.8K 0.03% 462
2026
Q1 		$667K Buy
6,121
+2,088
+52% +$230K 0.03% 480
2025
Q4 		$444K Sell
4,033
-8,366
-67% -$930K 0.02% 553
2025
Q3 		$1.38M Buy
+12,399
New +$1.36M 0.06% 334
2025
Q2 		– Sell
-8,472
Closed -$921K – 713
2025
Q1 		$921K Sell
8,472
-45
-0.5% -$4.85K 0.05% 350
2024
Q4 		$910K Sell
8,517
-8,547
-50% -$935K 0.06% 334
2024
Q3 		$1.93M Buy
17,064
+8,379
+96% +$927K 0.12% 197
2024
Q2 		$930K Buy
8,685
+790
+10% +$84.3K 0.06% 305
2024
Q1 		$860K Buy
7,895
+126
+2% +$13.7K 0.06% 307
2023
Q4 		$860K Sell
7,769
-232
-3% -$24.2K 0.07% 290
2023
Q3 		$816K Buy
8,001
+219
+3% +$23.1K 0.07% 279
2023
Q2 		$842K Sell
7,782
-703
-8% -$76K 0.06% 316
2023
Q1 		$930K Buy
8,485
+217
+3% +$23.5K 0.08% 289
2022
Q4 		$872K Sell
8,268
-3,177
-28% -$333K 0.09% 273
2022
Q3 		$1.17M Buy
+11,445
New +$1.26M 0.13% 196
2022
Q1 		– Sell
-24,562
Closed -$3.25M – 492
2021
Q4 		$3.25M Sell
24,562
-7,762
-24% -$1.03M 0.32% 76
2021
Q3 		$4.3M Sell
32,324
-10,088
-24% -$1.36M 0.48% 41
2021
Q2 		$5.7M Sell
42,412
-6,162
-13% -$812K 0.65% 24
2021
Q1 		$6.32M Buy
48,574
+1,064
+2% +$142K 0.81% 16
2020
Q4 		$6.56M Buy
47,510
+2,913
+7% +$397K 1.11% 13
2020
Q3 		$5.99M Buy
44,597
+7,348
+20% +$1M 1.15% 13
2020
Q2 		$5.06M Buy
37,249
+2,468
+7% +$321K 1.14% 16
2020
Q1 		$4.51M Buy
34,781
+1,138
+3% +$145K 1.22% 13
2019
Q4 		$4.3M Buy
33,643
+709
+2% +$90.3K 1.05% 17
2019
Q3 		$4.2M Buy
32,934
+1,032
+3% +$130K 1.16% 14
2019
Q2 		$3.97M Buy
31,902
+2
+0% +$240 1.08% 15
2019
Q1 		$3.8M Buy
31,900
+2,568
+9% +$297K 1.16% 15
2018
Q4 		$3.41M Buy
29,332
+4,224
+17% +$475K 1.07% 19
2018
Q3 		$2.83M Buy
25,108
+3,448
+16% +$397K 2.2% 8
2018
Q2 		$2.48M Buy
21,660
+2,550
+13% +$294K 2.19% 10
2018
Q1 		$2.24M Buy
19,110
+155
+0.8% +$18.3K 2.13% 10
2017
Q4 		$2.3M Buy
+18,955
New +$2.29M 2.41% 7

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
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

PFG Advisors's LQD Position: Q2 2026 in Review

PFG Advisors reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 5.2% in Q2 2026, selling an estimated $34.8K and leaving 5,802 shares worth $633K. The position accounts for 0.03% of the portfolio, ranked #462.

PFG Advisors first reported a position in LQD in Q4 2017 and has held it in 32 quarters since. The position peaked at $6.56M in Q4 2020. 411 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • PFG Advisors held 5,802 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $633K as of Q2 2026.
  • PFG Advisors sold 319 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $34.8K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.03% of PFG Advisors's portfolio in Q2 2026, its #462 holding.
  • PFG Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 32 quarters since.
  • PFG Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $6.56M in Q4 2020.
  • 411 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.