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iShares IBoxx $ Invest Grade Corp Bd shares owned by Capasso Planning Partners

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

Historical chart of Capasso Planning Partners 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 Capasso Planning Partners 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 Capasso Planning Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $792k 7.0k 112.98

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Apple (AAPL)
Spdr Ser Tr Portfli Intrmdit (SPTI)
The Trade Desk Com Cl A (TTD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Schwab Strategic Tr Fundamental Us L (FNDX)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Capasso Planning Partners

Top funds holding iShares IBoxx $ Invest Grade Corp Bd

Bank of America Corporation
BlackRock
Financial Engines Advisors L.L.C
Citadel Advisors
NYL Investors
Allianz Investment Management U.S
Jane Street
Wealthfront Advisers
Ontario Teachers' Pension Plan Board
Wells Fargo & Company
Fisher Investments
National Mutual Insurance Federation of Agricultural Cooperatives
Envestnet Asset Management
Healthcare Of Ontario Pension Plan Trust Fund
Northern Trust

View all funds holding iShares IBoxx $ Invest Grade Corp Bd