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

Pin Oak Investment 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	$2K	Hold	22	–	–	﹤0.01%	483
2026 Q1	$2K	Hold	22	–	–	﹤0.01%	471
2025 Q4	$2K	Hold	22	–	–	﹤0.01%	476
2025 Q3	$2.45K	Hold	22	–	–	﹤0.01%	465
2025 Q2	$2K	Hold	22	–	–	﹤0.01%	421
2025 Q1	$2K	Hold	22	–	–	﹤0.01%	409
2024 Q4	$2K	Hold	22	–	–	﹤0.01%	435
2024 Q3	$2K	Hold	22	–	–	﹤0.01%	436
2024 Q2	$2K	Hold	22	–	–	﹤0.01%	431
2024 Q1	$2K	Hold	22	–	–	﹤0.01%	429
2023 Q4	$2K	Hold	22	–	–	﹤0.01%	436
2023 Q3	$2K	Hold	22	–	–	﹤0.01%	433
2023 Q2	$2K	Hold	22	–	–	﹤0.01%	426
2023 Q1	$2K	Hold	22	–	–	﹤0.01%	400
2022 Q4	$2K	Hold	22	–	–	﹤0.01%	391
2022 Q3	$2K	Hold	22	–	–	﹤0.01%	358
2022 Q2	$2K	Hold	22	–	–	﹤0.01%	380
2022 Q1	$3K	Hold	22	–	–	﹤0.01%	387
2021 Q4	$3K	Hold	22	–	–	﹤0.01%	387
2021 Q3	$3K	Hold	22	–	–	﹤0.01%	366
2021 Q2	$3K	Buy	+22	New	+$2.9K	﹤0.01%	365

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

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

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

Pin Oak Investment Advisors's LQD Position: Q2 2026 in Review

Pin Oak Investment Advisors held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 22 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #483.

Pin Oak Investment Advisors first reported a position in LQD in Q2 2021 and has held it in 21 quarters since. The position peaked at $3K in Q1 2022. 1,121 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Pin Oak Investment Advisors held 22 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $2K as of Q2 2026.
Pin Oak Investment Advisors left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of Pin Oak Investment Advisors's portfolio in Q2 2026, its #483 holding.
Pin Oak Investment Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2021 and has held it in 21 quarters since.
Pin Oak Investment Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3K in Q1 2022.
1,121 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.