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iShares IBoxx $ Invest Grade Corp Bd shares owned by Mark Sheptoff Financial Planning

Quarter-by-quarter ownership of iShares IBoxx $ Invest Grade Corp Bd (LQD) shares owned by Mark Sheptoff Financial Planning from 13F filings

Historical chart of Mark Sheptoff Financial Planning investment in iShares IBoxx $ Invest Grade Corp Bd

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All positions including iShares IBoxx $ Invest Grade Corp Bd held by Mark Sheptoff Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares IBoxx $ Invest Grade Corp Bd by Mark Sheptoff Financial Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $29k 263 110.66
2018-06-30 $2.0k 17 117.65

More positions owned by Mark Sheptoff Financial Planning

Microsoft Corporation (MSFT)
UnitedHealth (UNH)
Nextera Energy (NEE)
Apple (AAPL)
Pepsi (PEP)
Johnson & Johnson (JNJ)
Veeva Sys Cl A Com (VEEV)
Abbott Laboratories (ABT)
Vertex Pharmaceuticals Incorporated (VRTX)
Abbvie (ABBV)
Smucker J M Com New (SJM)
Mondelez Intl Cl A (MDLZ)
Tesla Motors (TSLA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Constellation Brands Cl A (STZ)

View all positions for Mark Sheptoff Financial Planning

Top funds holding iShares IBoxx $ Invest Grade Corp Bd

Bank of America Corporation
Fisher Investments
Goldman Sachs Group
Allianz Investment Management U.S
NYL Investors
UBS Group
Wealthfront Advisers
Citigroup
Barclays
Jane Street
Millennium Management
Assetmark
Citadel Advisors
Wells Fargo & Company
D. E. Shaw & Co

View all funds holding iShares IBoxx $ Invest Grade Corp Bd