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Pinkerton Retirement Specialists’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Pinkerton Retirement Specialists’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 		$1.32M Sell
12,112
-65,887
-84% -$7.18M 0.11% 72
2026
Q1 		$8.59M Buy
77,999
+13,424
+21% +$1.48M 0.78% 22
2025
Q4 		$7.12M Buy
64,575
+3,004
+5% +$334K 0.73% 25
2025
Q3 		$6.86M Sell
61,571
-9,162
-13% -$1.01M 0.74% 27
2025
Q2 		$7.75M Buy
+70,733
New +$7.59M 0.93% 22
2025
Q1 		– Sell
-79,827
Closed -$8.53M – 133
2024
Q4 		$8.53M Sell
79,827
-98
-0.1% -$10.7K 1.24% 19
2024
Q3 		$9.03M Buy
79,925
+2,836
+4% +$314K 1.31% 20
2024
Q2 		$8.26M Buy
77,089
+4,545
+6% +$485K 1.27% 19
2024
Q1 		$7.9M Buy
72,544
+3,301
+5% +$359K 1.27% 15
2023
Q4 		$7.66M Buy
+69,243
New +$7.21M 1.48% 11
2023
Q3 		– Sell
-74,173
Closed -$8.02M – 156
2023
Q2 		$8.02M Buy
+74,173
New +$8.02M 1.58% 13
2022
Q1 		– Sell
-95,439
Closed -$12.6M – 93
2021
Q4 		$12.6M Buy
95,439
+3,899
+4% +$518K 2.21% 13
2021
Q3 		$12.2M Buy
91,540
+4,819
+6% +$651K 2.36% 9
2021
Q2 		$11.7M Buy
86,721
+14,057
+19% +$1.85M 2.25% 13
2021
Q1 		$9.45M Buy
72,664
+25,995
+56% +$3.46M 1.98% 14
2020
Q4 		$6.45M Buy
46,669
+18,309
+65% +$2.49M 1.55% 12
2020
Q3 		$3.82M Buy
+28,360
New +$3.87M 1.04% 15
2020
Q2 		– Sell
-11,843
Closed -$1.46M – 87
2020
Q1 		$1.46M Buy
11,843
+545
+5% +$69.4K 1.02% 18
2019
Q4 		$1.45M Sell
11,298
-406
-3% -$51.7K 0.46% 49
2019
Q3 		$1.49M Buy
11,704
+1,092
+10% +$138K 0.51% 46
2019
Q2 		$1.32M Buy
+10,612
New +$1.27M 0.46% 49

Other funds holding LQD

JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
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

Pinkerton Retirement Specialists's LQD Position: Q2 2026 in Review

Pinkerton Retirement Specialists reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 84% in Q2 2026, selling an estimated $7.18M and leaving 12,112 shares worth $1.32M. The position accounts for 0.11% of the portfolio, ranked #72.

Pinkerton Retirement Specialists first reported a position in LQD in Q2 2019 and has held it in 21 quarters since. The position peaked at $12.6M in Q4 2021. 476 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Pinkerton Retirement Specialists held 12,112 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.32M as of Q2 2026.
  • Pinkerton Retirement Specialists sold 65,887 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $7.18M.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.11% of Pinkerton Retirement Specialists's portfolio in Q2 2026, its #72 holding.
  • Pinkerton Retirement Specialists first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2019 and has held it in 21 quarters since.
  • Pinkerton Retirement Specialists's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $12.6M in Q4 2021.
  • 476 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Pinkerton Retirement Specialists's 13F filing for Q2 2026, filed 30 Jul 2026.