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iShares IBoxx $ Invest Grade Corp Bd shares owned by Wheelhouse Advisory Group

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

Historical chart of Wheelhouse Advisory 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 Wheelhouse Advisory 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 Wheelhouse Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $352k 3.2k 108.94
2023-12-31 $362k 3.3k 110.67

More positions owned by Wheelhouse Advisory Group

Vanguard S&p 500 Etf Etf (VOO)
Vanguard Health Care Etf Health Care Etf (VHT)
Vanguard S&p 500 Growth Etf Etf (VOOG)
Vanguard Large Cap Etf Etf (VV)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Vanguard Mega Cap Growthetf Etf (MGK)
Vanguard Information Technology Etf Etf (VGT)
Avantis Us Small Cap Value Etf Etf (AVSC)
Vanguard Mid Cap Etf Etf (VO)
Vanguard Financials Etf Financials Etf (VFH)
Spdr Bloomberg 1 3 Mnth T Bll Etf Spdr Ser Tr (BIL)
Vanguard Muni Bnd Tax Exempt Etf Etf (VTEB)
Vanguard Intermediate Term Bond Etf Etf (BIV)
Vanguard Small Cap Growth Etf Etf (VBK)
Apple (AAPL)

View all positions for Wheelhouse Advisory 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