Francis Financial’s iShares ESG Advanced Investment Grade Corporate Bond ETF ELQD Stock Holding History

Francis Financial’s Portfolio ELQD Stock Details ELQD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-26,222	Closed	-$2.16M	–	132
2025 Q2	$2.16M	Sell	26,222 -28,433	-52%	-$2.3M	0.5%	36
2025 Q1	$4.47M	Hold	54,655	–	–	1.08%	17
2024 Q4	$4.39M	Sell	54,655 -1,535	-3%	-$126K	1.11%	18
2024 Q3	$4.78M	Hold	56,190	–	–	1.26%	16
2024 Q2	$4.53M	Buy	56,190 +7,856	+16%	+$631K	1.37%	16
2024 Q1	$3.96M	Buy	+48,334	New	+$3.95M	1.28%	15

Francis Financial's ELQD Position: Q3 2025 in Review

Francis Financial sold out of iShares ESG Advanced Investment Grade Corporate Bond ETF (ELQD) in Q3 2025, closing a stake of 26,222 shares — an estimated $2.16M sold.

Francis Financial first reported a position in ELQD in Q1 2024 and held it in 6 quarters. The position peaked at $4.78M in Q3 2024. 0 funds tracked by Wall St. Rank hold ELQD as of Q3 2025.

Francis Financial reported no remaining iShares ESG Advanced Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Francis Financial sold 26,222 iShares ESG Advanced Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $2.16M.
Francis Financial first reported a position in iShares ESG Advanced Investment Grade Corporate Bond ETF in Q1 2024 and held it in 6 quarters.
Francis Financial's iShares ESG Advanced Investment Grade Corporate Bond ETF position peaked at $4.78M in Q3 2024.
0 funds tracked by Wall St. Rank held iShares ESG Advanced Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Francis Financial's 13F filing for Q3 2025, filed 6 Nov 2025.