Financial Gravity Asset Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Financial Gravity Asset Management’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 Q1	$872	Buy	+8	New	+$882	﹤0.01%	768
2025 Q4	–	Sell	-43	Closed	-$4.79K	–	858
2025 Q3	$4.79K	Buy	+43	New	+$4.73K	﹤0.01%	688
2025 Q1	$7.17K	Buy	+66	New	+$7.11K	﹤0.01%	669
2024 Q2	$7.28K	Sell	68 -69	-50%	-$7.36K	﹤0.01%	545
2024 Q1	$14.9K	Sell	137 -134	-49%	-$14.6K	﹤0.01%	419
2023 Q4	$30K	Buy	+271	New	+$28.2K	0.01%	325
2021 Q3	$133K	Hold	251	–	–	0.06%	276
2021 Q2	$134K	Buy	+251	New	+$33.1K	0.05%	275
2020 Q4	$53K	Buy	+383	New	+$52.2K	0.05%	83
2019 Q4	$301K	Sell	4,391 -480	-10%	-$61.1K	0.21%	56
2019 Q3	$621K	Sell	4,871 -1,566	-24%	-$197K	0.53%	42
2019 Q2	$801K	Sell	6,437 -1,358	-17%	-$163K	0.66%	40
2019 Q1	$922K	Buy	+7,795	New	+$903K	0.75%	33
2018 Q3	$1.86M	Buy	16,501 +659	+4%	+$76K	1.95%	9
2018 Q2	$1.83M	Buy	15,842 +1,233	+8%	+$142K	1.71%	11
2018 Q1	$1.67M	Buy	+14,609	New	+$1.73M	1.71%	10

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Financial Gravity Asset Management's LQD Position: Q1 2026 in Review

Financial Gravity Asset Management opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2026: 8 shares worth $872. The stake represents ﹤0.01% of the portfolio and ranks #768 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in LQD as recently as Q3 2025.

Financial Gravity Asset Management first reported a position in LQD in Q1 2018 and has held it in 16 quarters since. The position peaked at $1.86M in Q3 2018. 1,105 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

Financial Gravity Asset Management held 8 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $872 as of Q1 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF was a new Financial Gravity Asset Management position in Q1 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #768 holding.
Financial Gravity Asset Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2018 and has held it in 16 quarters since.
Financial Gravity Asset Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.86M in Q3 2018.
1,105 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.