Certus Wealth Management »

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

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

Historical chart of Certus 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 Certus Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.2M 11k 110.66
2023-09-30 $794k 7.8k 102.02

More positions owned by Certus Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Eafe Grwth Etf (EFG)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr S&p 100 Etf (OEF)

View all positions for Certus Wealth Management

Top funds holding iShares IBoxx $ Invest Grade Corp Bd

Bank of America Corporation
Fisher Investments
NYL Investors
BlackRock
Goldman Sachs Group
UBS Group
Financial Engines Advisors L.L.C
Allianz Investment Management U.S
Citigroup
Ontario Teachers' Pension Plan Board
Wealthfront Advisers
Barclays
Jane Street
Envestnet Asset Management
Susquehanna International

View all funds holding iShares IBoxx $ Invest Grade Corp Bd