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iShares IBoxx $ Invest Grade Corp Bd shares owned by Compass Ion Advisors

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

Historical chart of Compass Ion Advisors 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 Compass Ion Advisors 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 Compass Ion Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $903k 8.0k 112.99
2024-06-30 $874k 8.0k 108.92
2024-03-31 $874k 8.0k 108.92
2023-12-31 $977k 8.8k 110.66
2023-09-30 $899k 8.8k 102.02

More positions owned by Compass Ion Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Total Usd (IUSB)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ishares Tr Core Div Grwth (DGRO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Etf Ser Solutions Aptus Defined (DRSK)
Microstrategy Cl A New (MSTR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Compass Ion Advisors

Top funds holding iShares IBoxx $ Invest Grade Corp Bd

Bank of America Corporation
Meiji Yasuda Life Insurance Company
BlackRock
Japan Science & Technology Agency
BlackRock
Financial Engines Advisors L.L.C
Citadel Advisors
NYL Investors
Allianz Investment Management U.S
Morgan Stanley
Jane Street
Goldman Sachs Group
Wealthfront Advisers
Ontario Teachers' Pension Plan Board
Wells Fargo & Company

View all funds holding iShares IBoxx $ Invest Grade Corp Bd