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Pines Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Pines Wealth Management’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 		$5.31M Buy
48,669
+1,317
+3% +$144K 1.53% 14
2026
Q1 		$5.16M Sell
47,352
-1,214
-2% -$134K 1.67% 11
2025
Q4 		$5.35M Buy
48,566
+2,280
+5% +$253K 1.73% 14
2025
Q3 		$5.16M Buy
46,286
+1,892
+4% +$208K 1.74% 13
2025
Q2 		$4.84M Buy
44,394
+784
+2% +$84.1K 1.71% 12
2025
Q1 		$4.59M Buy
43,610
+3,711
+9% +$400K 2.12% 9
2024
Q4 		$4.21M Buy
+39,899
New +$4.37M 1.83% 13

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

Pines Wealth Management's LQD Position: Q2 2026 in Review

Pines Wealth Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 2.8% in Q2 2026, buying an estimated $144K and bringing the position to 48,669 shares worth $5.31M. The position accounts for 1.53% of the portfolio, ranked #14.

Pines Wealth Management first reported a position in LQD in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.35M in Q4 2025. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Pines Wealth Management held 48,669 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $5.31M as of Q2 2026.
  • Pines Wealth Management bought 1,317 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $144K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 1.53% of Pines Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Pines Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Pines Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $5.35M in Q4 2025.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.