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iShares IBoxx $ Invest Grade Corp Bd shares owned by Atria Investments

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

Historical chart of Atria Investments 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 Atria Investments 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 Atria Investments

Quarter filed Position value Share count Share price at filing
2023-12-31 $13M 117k 110.66
2023-09-30 $8.5M 84k 102.02
2023-06-30 $7.3M 67k 108.14
2023-03-31 $7.4M 67k 109.61
2022-12-31 $6.8M 64k 105.43
2022-09-30 $5.5M 54k 102.44
2022-06-30 $5.4M 49k 110.03
2022-03-31 $17M 139k 120.94
2021-12-31 $26M 199k 132.52
2021-09-30 $34M 255k 133.03
2021-06-30 $16M 122k 134.36
2021-03-31 $39M 298k 130.05
2020-12-31 $62M 448k 138.13
2020-09-30 $80M 593k 134.71
2020-06-30 $105M 781k 134.50
2019-12-31 $60M 467k 127.96
2019-09-30 $61M 476k 127.48
2019-06-30 $2.1M 12k 172.36
2019-03-31 $61M 508k 119.06
2018-12-31 $31M 278k 112.82
2018-09-30 $15M 129k 114.93
2018-06-30 $20M 177k 114.57
2018-03-31 $6.5M 55k 117.39
2017-12-31 $7.6M 62k 121.56
2017-09-30 $6.6M 55k 121.23
2017-06-30 $7.5M 62k 120.51
2017-03-31 $4.5M 38k 117.91
2016-12-31 $1.7M 15k 117.15
2016-09-30 $1.5M 12k 123.21
2016-06-30 $1.3M 11k 123.85
2016-03-31 $458k 3.9k 118.71
2015-12-31 $1.1M 9.9k 114.65
2015-09-30 $1.2M 11k 116.11
2015-06-30 $1.1M 9.3k 115.73
2015-03-31 $3.3M 27k 121.72
2014-12-31 $3.3M 27k 119.42
2014-09-30 $3.2M 27k 118.23
2014-06-30 $2.5M 21k 119.26
2014-03-31 $2.0M 17k 116.91
2013-12-31 $2.4M 21k 114.21
2013-09-30 $1.1M 9.3k 113.52
2013-06-30 $6.5M 57k 113.66
2012-09-30 $1.9M 16k 121.76
2012-06-30 $1.6M 14k 117.60
2012-03-31 $1.5M 13k 115.56
2011-12-31 $5.4M 48k 112.31

More positions owned by Atria Investments

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Unified Ser Tr Oneascent Core P (OACP)
Apple (AAPL)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Unified Ser Tr Oneascent Intl (OAIM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Unified Ser Tr Oneascent Large (OALC)
Visa Com Cl A (V)

View all positions for Atria Investments

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