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

Financial Gravity Companies’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
2025
Q2 		$5.81K Buy
+53
New +$5.69K ﹤0.01% 665
2024
Q4 		$13K Sell
122
-12
-9% -$1.31K ﹤0.01% 516
2024
Q3 		$15.1K Buy
+134
New +$14.8K ﹤0.01% 304
2018
Q4 		$1.91M Buy
+16,478
New +$1.85M 1.74% 9
2018
Q1 		$1.67M Buy
14,609
+2,641
+22% +$312K 1.71% 10
2017
Q4 		$1.44M Buy
+11,968
New +$1.45M 1.65% 12

Other funds holding LQD

MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
SAMU
SONA Asset Management (US) New York $4.74B AUM 11.18% 1-Year Est. Return

Financial Gravity Companies's LQD Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2025: 53 shares worth $5.81K. The stake represents ﹤0.01% of the portfolio and ranks #665 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in LQD as recently as Q4 2024.

Financial Gravity Companies first reported a position in LQD in Q4 2017 and has held it in 6 quarters since. The position peaked at $1.91M in Q4 2018. 1,045 funds tracked by Wall St. Rank hold LQD as of Q2 2025.

  • Financial Gravity Companies held 53 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $5.81K as of Q2 2025.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF was a new Financial Gravity Companies position in Q2 2025.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #665 holding.
  • Financial Gravity Companies first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 6 quarters since.
  • Financial Gravity Companies's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.91M in Q4 2018.
  • 1,045 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.