Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

CarsonAllaria Wealth Management »

iShares IBoxx $ Invest Grade Corp Bd shares owned by CarsonAllaria Wealth Management

Quarter-by-quarter ownership of iShares IBoxx $ Invest Grade Corp Bd (LQD) shares owned by CarsonAllaria Wealth Management from 13F filings

Historical chart of CarsonAllaria Wealth Management investment in iShares IBoxx $ Invest Grade Corp Bd

Tip: Access up to 7 years of quarterly data

All positions including iShares IBoxx $ Invest Grade Corp Bd held by CarsonAllaria Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in iShares IBoxx $ Invest Grade Corp Bd by CarsonAllaria Wealth Management

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$14k	127	108.95
2023-12-31	$14k	126	110.77
2023-09-30	$13k	124	102.25
2023-06-30	$13k	123	108.14
2023-03-31	$13k	121	110.34
2022-03-31	$23k	191	120.42
2021-12-31	$28k	211	132.70

More positions owned by CarsonAllaria Wealth Management

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)

Dimensional Etf Trust Us Equity Etf (DFUS)

Ishares Tr Core Msci Intl (IDEV)

Spdr Ser Tr S&p 600 Smcp Val (SLYV)

Dimensional Etf Trust Us Small Cap Etf (DFAS)

Pimco Etf Tr Muni Income Opp (MINO)

Dimensional Etf Trust Us Mktwide Value (DFUV)

Pimco Etf Tr Shtrm Mun Bd Act (SMMU)

Pimco Etf Tr Active Bd Etf (BOND)

Spdr Index Shs Fds S&p Intl Smlcp (GWX)

Ishares Tr U.s. Real Es Etf (IYR)

Pimco Etf Tr Inter Mun Bd Act (MUNI)

Ishares Core Msci Emkt (IEMG)

Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)

View all positions for CarsonAllaria Wealth Management

Top funds holding iShares IBoxx $ Invest Grade Corp Bd

Bank of America Corporation

Fisher Investments

Goldman Sachs Group

Allianz Investment Management U.S

Susquehanna International

Wells Fargo & Company

Millennium Management

Citadel Advisors

D. E. Shaw & Co

View all funds holding iShares IBoxx $ Invest Grade Corp Bd

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z