PKS Advisory Services’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

PKS Advisory 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	$3.62M	Sell	33,147 -2,199	-6%	-$240K	0.58%	31
2026 Q1	$3.85M	Sell	35,346 -941	-3%	-$104K	0.9%	18
2025 Q4	$4M	Sell	36,287 -536	-1%	-$59.6K	0.91%	18
2025 Q3	$4.1M	Buy	36,823 +977	+3%	+$107K	0.86%	20
2025 Q2	$3.93M	Sell	35,846 -3,334	-9%	-$358K	0.97%	18
2025 Q1	$4.25M	Buy	39,180 +24	+0.1%	+$2.59K	1.16%	13
2024 Q4	$4.18M	Buy	+39,156	New	+$4.28M	1.05%	12

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

PKS Advisory Services's LQD Position: Q2 2026 in Review

PKS Advisory Services reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 6.2% in Q2 2026, selling an estimated $240K and leaving 33,147 shares worth $3.62M. The position accounts for 0.58% of the portfolio, ranked #31.

PKS Advisory Services first reported a position in LQD in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.25M in Q1 2025. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

PKS Advisory Services held 33,147 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $3.62M as of Q2 2026.
PKS Advisory Services sold 2,199 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $240K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.58% of PKS Advisory Services's portfolio in Q2 2026, its #31 holding.
PKS Advisory Services first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
PKS Advisory Services's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $4.25M in Q1 2025.
1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.