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iShares IBoxx $ Invest Grade Corp Bd shares owned by Beta Wealth

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

Historical chart of Beta Wealth 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 Beta Wealth 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 Beta Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $10M 91k 111.47
2025-06-30 $8.2M 75k 109.61

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View all positions for Beta Wealth

Top funds holding iShares IBoxx $ Invest Grade Corp Bd

Meiji Yasuda Life Insurance Company
Nuveen
Morgan Stanley
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