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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
2026
Q2 		$873 Buy
+8
New +$872 ﹤0.01% 824
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
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
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Financial Gravity Companies's LQD Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026: 8 shares worth $873. The stake represents ﹤0.01% of the portfolio and ranks #824 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in LQD as recently as Q2 2025.

Financial Gravity Companies first reported a position in LQD in Q4 2017 and has held it in 7 quarters since. The position peaked at $1.91M in Q4 2018. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Financial Gravity Companies held 8 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $873 as of Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF was a new Financial Gravity Companies position in Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #824 holding.
  • Financial Gravity Companies first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 7 quarters since.
  • Financial Gravity Companies's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.91M in Q4 2018.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.