Pinnacle Wealth Planning Services’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Pinnacle Wealth Planning Services’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	$50K	Hold	458	–	–	﹤0.01%	1273
2026 Q1	$49.9K	Hold	458	–	–	0.01%	1201
2025 Q4	$50.5K	Buy	+458	New	+$50.9K	0.01%	1194
2021 Q1	–	Sell	-240	Closed	-$33K	–	1255
2020 Q4	$33K	Buy	+240	New	+$32.7K	0.01%	964
2018 Q3	–	Sell	-2,006	Closed	-$230K	–	185
2018 Q2	$230K	Hold	2,006	–	–	0.22%	146
2018 Q1	$235K	Hold	2,006	–	–	0.24%	139
2017 Q4	$244K	Buy	+2,006	New	+$243K	0.5%	44

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

MYLI

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

JSTA

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

Pinnacle Wealth Planning Services's LQD Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 458 shares worth $50K. The position accounts for ﹤0.01% of the portfolio, ranked #1273.

Pinnacle Wealth Planning Services first reported a position in LQD in Q4 2017 and has held it in 7 quarters since. The position peaked at $244K in Q4 2017. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Pinnacle Wealth Planning Services held 458 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $50K as of Q2 2026.
Pinnacle Wealth Planning Services 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 Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1273 holding.
Pinnacle Wealth Planning Services first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 7 quarters since.
Pinnacle Wealth Planning Services's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $244K in Q4 2017.
1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.