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

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

Historical chart of TRUE Private Wealth Advisors 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 TRUE Private Wealth Advisors 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 TRUE Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $883k 8.1k 108.92
2023-12-31 $1.6M 15k 110.66
2023-09-30 $1.3M 13k 102.02
2023-06-30 $769k 7.1k 108.14
2023-03-31 $778k 7.1k 109.61
2022-12-31 $745k 7.1k 105.44
2022-09-30 $1.1M 11k 102.38
2022-06-30 $1.0M 9.4k 109.97
2022-03-31 $1.1M 9.8k 113.42
2021-12-31 $3.8M 29k 132.52
2021-09-30 $3.8M 28k 133.00
2021-06-30 $3.8M 28k 134.33
2021-03-31 $4.4M 34k 130.05
2020-12-31 $4.9M 36k 138.11
2020-09-30 $8.0M 59k 134.70
2020-06-30 $8.5M 63k 134.49
2020-03-31 $4.0M 33k 123.49
2019-12-31 $4.7M 37k 127.95
2019-09-30 $4.5M 36k 127.47
2019-06-30 $4.3M 35k 124.35
2019-03-31 $2.8M 23k 119.04
2018-12-31 $2.6M 23k 112.80
2018-09-30 $2.9M 25k 114.93
2018-06-30 $3.1M 27k 114.56
2018-03-31 $2.3M 20k 117.35
2017-12-31 $2.5M 21k 121.54
2017-09-30 $3.2M 27k 121.22
2017-06-30 $2.9M 24k 120.48
2017-03-31 $2.8M 24k 117.76
2016-12-31 $2.2M 19k 116.87
2016-09-30 $2.2M 18k 122.14
2016-06-30 $2.0M 17k 122.74
2016-03-31 $3.1M 26k 118.82
2015-12-31 $2.4M 21k 113.99

More positions owned by TRUE Private Wealth Advisors

Ishares Tr Core Msci Total (IXUS)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Pfd And Incm Sec (PFF)
First Tr Morningstar Divid L SHS (FDL)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr Agency Bond Etf (AGZ)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Russell 2000 Etf (IWM)
Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Inf Tech Etf (VGT)

View all positions for TRUE Private Wealth Advisors

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