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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Pioneer Wealth Management Group's LQD Position: Q2 2026 in Review

Pioneer Wealth Management Group increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.04% in Q2 2026, buying an estimated $109 and bringing the position to 2,772 shares worth $302K. The position accounts for 0.07% of the portfolio, ranked #48.

Pioneer Wealth Management Group first reported a position in LQD in Q4 2022 and has held it in 8 quarters since. The position peaked at $418K in Q4 2022. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Pioneer Wealth Management Group held 2,772 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $302K as of Q2 2026.
  • Pioneer Wealth Management Group bought 1 iShares iBoxx $ Investment Grade Corporate Bond ETF share in Q2 2026, an estimated $109.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.07% of Pioneer Wealth Management Group's portfolio in Q2 2026, its #48 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 8 quarters since.
  • Pioneer Wealth Management Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $418K in Q4 2022.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Pioneer Wealth Management Group's 13F filing for Q2 2026, filed 7 Jul 2026.