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

Pioneer Wealth Management Group’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 Q3	$3.69M	Buy	36,135 +33,363	+1,204%	+$3.54M	0.87%	17
2026 Q2	$302K	Buy	2,772 +1	+0%	+$109	0.07%	48
2026 Q1	$302K	Buy	2,771 +411	+17%	+$45.3K	0.08%	44
2025 Q4	$260K	Sell	2,360 -47	-2%	-$5.22K	0.08%	52
2025 Q3	$268K	Buy	2,407 +33	+1%	+$3.63K	0.09%	45
2025 Q2	$260K	Buy	+2,374	New	+$255K	0.1%	43
2024 Q3	$201K	Buy	+1,778	New	+$197K	0.1%	42
2024 Q1	–	Sell	-2,082	Closed	-$230K	–	40
2023 Q4	$230K	Buy	+2,082	New	+$217K	0.14%	35
2023 Q1	–	Sell	-3,967	Closed	-$418K	–	32
2022 Q4	$418K	Buy	+3,967	New	+$415K	0.39%	31

Other funds holding LQD

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TCM

Twele Capital Management Minnetonka, Minnesota $605M AUM 5.95% 1-Year Est. Return

MBTD

Mechanics Bank - Trust Department Walnut Creek, California $798M AUM 16.67% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

DJYG

David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return

KGP

Keystone Global Partners Denver, Colorado $278M AUM 15.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Pioneer Wealth Management Group's LQD Position: Q3 2026 in Review

Pioneer Wealth Management Group increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 1,204% in Q3 2026, buying an estimated $3.54M and bringing the position to 36,135 shares worth $3.69M. The position accounts for 0.87% of the portfolio, ranked #17.

Pioneer Wealth Management Group first reported a position in LQD in Q4 2022 and has held it in 9 quarters since. 75 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

Pioneer Wealth Management Group held 36,135 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $3.69M as of Q3 2026.
Pioneer Wealth Management Group bought 33,363 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $3.54M.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.87% of Pioneer Wealth Management Group's portfolio in Q3 2026, its #17 holding.
Pioneer Wealth Management Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 9 quarters since.
75 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Pioneer Wealth Management Group's 13F filing for Q3 2026, filed 9 Oct 2026.