Godsey & Gibb Inc’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Godsey & Gibb Inc’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	–	Sell	-94	Closed	-$10.2K	–	378
2025 Q1	$10.2K	Buy	+94	New	+$10.1K	﹤0.01%	279
2024 Q4	–	Sell	-271	Closed	-$30.6K	–	409
2024 Q3	$30.6K	Hold	271	–	–	﹤0.01%	216
2024 Q2	$29K	Hold	271	–	–	﹤0.01%	226
2024 Q1	$29.5K	Hold	271	–	–	﹤0.01%	201
2023 Q4	$30K	Hold	271	–	–	﹤0.01%	194
2023 Q3	$27.6K	Hold	271	–	–	﹤0.01%	187
2023 Q2	$29.3K	Buy	271 +166	+158%	+$18K	﹤0.01%	198
2023 Q1	$11.5K	Sell	105 -71	-40%	-$7.69K	﹤0.01%	235
2022 Q4	$18.6K	Buy	+176	New	+$18.4K	﹤0.01%	161
2022 Q2	–	Sell	-969	Closed	-$117K	–	145
2022 Q1	$117K	Buy	+969	New	+$121K	0.04%	41
2021 Q4	–	Sell	-969	Closed	-$129K	–	121
2021 Q3	$129K	Buy	969 +18	+2%	+$2.43K	0.06%	30
2021 Q2	$128K	Buy	+951	New	+$125K	0.08%	32

Other funds holding LQD

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Godsey & Gibb Inc's LQD Position: Q2 2025 in Review

Godsey & Gibb Inc sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2025, closing a stake of 94 shares — an estimated $10.2K sold.

Godsey & Gibb Inc first reported a position in LQD in Q2 2021 and held it in 12 quarters. The position peaked at $129K in Q3 2021. 1,045 funds tracked by Wall St. Rank hold LQD as of Q2 2025.

Godsey & Gibb Inc reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Godsey & Gibb Inc sold 94 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $10.2K.
Godsey & Gibb Inc first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2021 and held it in 12 quarters.
Godsey & Gibb Inc's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $129K in Q3 2021.
1,045 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Godsey & Gibb Inc's 13F filing for Q2 2025, filed 23 Jul 2025.