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

Gries Financial’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
Q3 		$1.42M Sell
12,730
-141
-1% -$15.5K 0.22% 105
2025
Q2 		$1.41M Sell
12,871
-446
-3% -$47.9K 0.26% 98
2025
Q1 		$1.45M Sell
13,317
-538
-4% -$58K 0.28% 89
2024
Q4 		$1.48M Buy
13,855
+378
+3% +$41.4K 0.26% 93
2024
Q3 		$1.52M Sell
13,477
-2,562
-16% -$283K 0.29% 87
2024
Q2 		$1.72M Sell
16,039
-24,301
-60% -$2.59M 0.35% 78
2024
Q1 		$4.39M Buy
40,340
+18,066
+81% +$1.96M 0.73% 24
2023
Q4 		$2.46M Buy
22,274
+907
+4% +$94.5K 0.54% 43
2023
Q3 		$2.18M Buy
21,367
+16,121
+307% +$1.7M 0.59% 39
2023
Q2 		$567K Sell
5,246
-16
-0.3% -$1.73K 0.16% 106
2023
Q1 		$577K Buy
5,262
+25
+0.5% +$2.71K 0.17% 106
2022
Q4 		$552K Sell
5,237
-596
-10% -$62.4K 0.18% 98
2022
Q3 		$598K Buy
+5,833
New +$643K 0.25% 91
2022
Q2 		– Sell
-4,525
Closed -$547K – 145
2022
Q1 		$547K Buy
4,525
+2
+0% +$249 0.2% 100
2021
Q4 		$599K Buy
4,523
+4
+0.1% +$532 0.24% 100
2021
Q3 		$601K Buy
+4,519
New +$611K 0.19% 104

Other funds holding LQD

MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Gries Financial's LQD Position: Q3 2025 in Review

Gries Financial reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 1.1% in Q3 2025, selling an estimated $15.5K and leaving 12,730 shares worth $1.42M. The position accounts for 0.22% of the portfolio, ranked #105.

Gries Financial first reported a position in LQD in Q3 2021 and has held it in 16 quarters since. The position peaked at $4.39M in Q1 2024. 1,050 funds tracked by Wall St. Rank hold LQD as of Q3 2025.

  • Gries Financial held 12,730 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.42M as of Q3 2025.
  • Gries Financial sold 141 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $15.5K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.22% of Gries Financial's portfolio in Q3 2025, its #105 holding.
  • Gries Financial first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2021 and has held it in 16 quarters since.
  • Gries Financial's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $4.39M in Q1 2024.
  • 1,050 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.