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iShares IBoxx $ Invest Grade Corp Bd shares owned by AE Wealth Management

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

Historical chart of AE Wealth Management 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 AE Wealth Management 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 AE Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5M 22k 111.47
2025-06-30 $666k 6.1k 109.62
2025-03-31 $546k 5.0k 108.69
2024-12-31 $2.4M 23k 106.84
2024-09-30 $2.2M 20k 115.09
2024-06-30 $1.9M 18k 107.12
2024-03-31 $0 25k 0.00
2023-12-31 $7.9M 73k 109.09
2023-09-30 $18M 174k 102.02
2023-06-30 $18M 167k 108.14
2023-03-31 $13M 115k 109.61
2022-12-31 $10M 98k 105.43
2022-09-30 $9.8M 96k 102.45
2022-06-30 $12M 106k 110.03
2022-03-31 $13M 105k 120.94
2021-12-31 $13M 100k 132.52
2021-09-30 $13M 99k 133.03
2021-06-30 $10M 77k 134.36
2021-03-31 $21M 158k 130.05
2020-12-31 $32M 231k 138.13
2020-09-30 $38M 279k 134.71
2020-06-30 $36M 264k 134.50
2020-03-31 $20M 163k 123.51
2019-12-31 $5.9M 46k 127.95
2019-09-30 $6.2M 49k 127.49
2019-06-30 $6.8M 55k 124.37
2019-03-31 $1.0M 8.6k 119.02
2018-12-31 $885k 7.8k 112.83
2018-09-30 $1.1M 10k 114.93
2018-06-30 $309k 2.7k 114.44
2018-03-31 $287k 2.4k 117.38
2017-12-31 $350k 2.9k 121.57
2017-09-30 $302k 2.5k 121.38
2017-06-30 $443k 3.7k 120.64
2017-03-31 $427k 3.6k 117.79
2016-12-31 $401k 3.4k 117.25

More positions owned by AE Wealth Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
American Centy Etf Tr Avantis Core Fi (AVIG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Broadcom (AVGO)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
JPMorgan Chase & Co. (JPM)

View all positions for AE Wealth Management

Top funds holding iShares IBoxx $ Invest Grade Corp Bd

Meiji Yasuda Life Insurance Company
Nuveen
Citadel Advisors
BlackRock
Goldman Sachs Group
Japan Science & Technology Agency
Financial Engines Advisors L.L.C
Wealthfront Advisers
Barclays
Jane Street
King Street Capital Management
TD Asset Management
Brevan Howard Capital Management
Wells Fargo & Company
Envestnet Asset Management

View all funds holding iShares IBoxx $ Invest Grade Corp Bd