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iShares IBoxx $ Invest Grade Corp Bd shares owned by AdvicePeriod

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

Historical chart of AdvicePeriod investment in iShares IBoxx $ Invest Grade Corp Bd

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All positions including iShares IBoxx $ Invest Grade Corp Bd held by AdvicePeriod 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 AdvicePeriod

Quarter filed	Position value	Share count	Share price at filing
2021-06-30	$6.0M	45k	134.35
2021-03-31	$6.1M	47k	130.06
2020-12-31	$7.1M	51k	138.12
2020-09-30	$7.0M	52k	134.72
2020-06-30	$7.4M	55k	134.50
2020-03-31	$7.1M	57k	123.51
2019-12-31	$7.8M	61k	127.99
2019-09-30	$7.7M	60k	127.50
2019-06-30	$7.6M	61k	124.39
2019-03-31	$7.0M	59k	119.08
2018-12-31	$6.7M	59k	112.86
2018-09-30	$3.6M	31k	114.93
2018-06-30	$2.7M	24k	114.59
2018-03-31	$2.6M	23k	117.40
2017-12-31	$2.6M	21k	121.58

More positions owned by AdvicePeriod

Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)

Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

Vanguard Index Fds S&p 500 Etf Shs (VOO)

Vanguard Index Fds Total Stk Mkt (VTI)

Vanguard Scottsdale Fds Short Term Treas (VGSH)

Vanguard Scottsdale Fds Int-term Corp (VCIT)

Ishares Tr Core S&p500 Etf (IVV)

Ishares Core Msci Emkt (IEMG)

Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX)

Vanguard Index Fds Extend Mkt Etf (VXF)

Ishares Tr Core S&p Ttl Stk (ITOT)

Ishares Tr National Mun Etf (MUB)

Ishares Tr Core Msci Eafe (IEFA)

Vanguard Index Fds Value Etf (VTV)

First Tr Exchange-traded No Amer Energy (EMLP)

View all positions for AdvicePeriod

Top funds holding iShares IBoxx $ Invest Grade Corp Bd

Bank of America Corporation

Fisher Investments

Goldman Sachs Group

Allianz Investment Management U.S

Millennium Management

Assetmark

Citadel Advisors

Wells Fargo & Company

D. E. Shaw & Co

View all funds holding iShares IBoxx $ Invest Grade Corp Bd

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