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

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

Historical chart of BankPlus 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 BankPlus 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 BankPlus Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5M 23k 111.48
2025-06-30 $2.2M 20k 109.60
2025-03-31 $1.8M 17k 108.70

More positions owned by BankPlus Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
J P Morgan Exchange Traded F Income Etf (JPIE)
Apple (AAPL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
Ishares Tr Russell 2000 Etf (IWM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Eafe Grwth Etf (EFG)
T Rowe Price Etf Total Return Etf (TOTR)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)

View all positions for BankPlus Wealth Management

Top funds holding iShares IBoxx $ Invest Grade Corp Bd

Meiji Yasuda Life Insurance Company
UBS Group
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

View all funds holding iShares IBoxx $ Invest Grade Corp Bd