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iShares IBoxx $ Invest Grade Corp Bd shares owned by Wellspring Financial Advisors

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

Historical chart of Wellspring Financial 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 Wellspring Financial 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 Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.4M 31k 108.92
2023-09-30 $5.3M 52k 102.02
2023-06-30 $5.7M 53k 108.14

More positions owned by Wellspring Financial Advisors

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Vanguard Total Stk Mkt Total Stk Mkt (VTI)
Vanguard High Dividend Yield High Div Yld (VYM)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Goldman Sachs Physical Gold Etf Unit
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Consumer Discretionary Sel Sector Spdr Sbi Cons Discr (XLY)
Vanguard Value Etf Value Etf (VTV)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)
Ishares S&p North Amer Tech-software Expanded Tech (IGV)
Spdr S&p Midcap 400 Etf Trust Utser1 S&pdcrp (MDY)
Ishares 7-10 Year Treasury Bond Etf 7-10 Yr Trsy Bd (IEF)
Ishares S&p Smallcap 600 Etf Core S&p Scp Etf (IJR)

View all positions for Wellspring Financial 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
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