PI
LQD icon

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

PFG Investments’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 		$291K Sell
2,666
-21
-0.8% -$2.29K 0.01% 956
2026
Q1 		$293K Buy
2,687
+281
+12% +$31K 0.01% 868
2025
Q4 		$265K Sell
2,406
-22
-0.9% -$2.45K 0.01% 875
2025
Q3 		$271K Buy
2,428
+59
+2% +$6.49K 0.01% 839
2025
Q2 		$260K Buy
2,369
+192
+9% +$20.6K 0.02% 798
2025
Q1 		$237K Sell
2,177
-91
-4% -$9.8K 0.02% 817
2024
Q4 		$242K Buy
2,268
+146
+7% +$16K 0.02% 803
2024
Q3 		$240K Sell
2,122
-19
-0.9% -$2.1K 0.02% 820
2024
Q2 		$229K Sell
2,141
-293
-12% -$31.3K 0.02% 768
2024
Q1 		$265K Buy
2,434
+547
+29% +$59.4K 0.02% 790
2023
Q4 		$209K Buy
+1,887
New +$197K 0.04% 441
2023
Q3 		– Sell
-1,859
Closed -$201K – 530
2023
Q2 		$201K Buy
+1,859
New +$201K 0.04% 466

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
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
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

PFG Investments's LQD Position: Q2 2026 in Review

PFG Investments reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.78% in Q2 2026, selling an estimated $2.29K and leaving 2,666 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #956.

PFG Investments first reported a position in LQD in Q2 2023 and has held it in 12 quarters since. The position peaked at $293K in Q1 2026. 1,120 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • PFG Investments held 2,666 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $291K as of Q2 2026.
  • PFG Investments sold 21 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $2.29K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of PFG Investments's portfolio in Q2 2026, its #956 holding.
  • PFG Investments first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2023 and has held it in 12 quarters since.
  • PFG Investments's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $293K in Q1 2026.
  • 1,120 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.