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iShares IBoxx $ Invest Grade Corp Bd shares owned by Private Wealth Group

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

Historical chart of Private Wealth Group 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 Private Wealth Group 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 Private Wealth Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $412k 3.8k 108.92
2019-12-31 $1.9M 15k 127.96
2019-09-30 $2.0M 15k 127.51
2019-06-30 $1.9M 15k 124.38
2019-03-31 $1.8M 16k 119.04
2017-12-31 $1.9M 16k 121.54

More positions owned by Private Wealth Group

Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
First Tr Exchange-traded Nasd Tech Div (TDIV)
Spdr Ser Tr S&p Divid Etf (SDY)
Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS)
Ishares Tr Russell 2000 Etf (IWM)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Bd Index Fds Intermed Term (BIV)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)

View all positions for Private Wealth Group

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
Citigroup
Wealthfront Advisers
Barclays
Jane Street
Susquehanna International
Wells Fargo & Company
Millennium Management
Citadel Advisors
D. E. Shaw & Co

View all funds holding iShares IBoxx $ Invest Grade Corp Bd