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

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

Historical chart of Shared Vision 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 Shared Vision 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 Shared Vision Wealth Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 14k 108.92
2023-12-31 $1.5M 14k 110.66

More positions owned by Shared Vision Wealth Group

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr U.s. Tech Etf (IYW)
Broadcom (AVGO)

View all positions for Shared Vision Wealth Group

Top funds holding iShares IBoxx $ Invest Grade Corp Bd

Bank of America Corporation
Meiji Yasuda Life Insurance Company
Fisher Investments
NYL Investors
BlackRock
Citadel Advisors
UBS Group
Financial Engines Advisors L.L.C
Allianz Investment Management U.S
Morgan Stanley
Citigroup
Goldman Sachs Group
Jane Street
Ontario Teachers' Pension Plan Board
Wealthfront Advisers

View all funds holding iShares IBoxx $ Invest Grade Corp Bd