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iShares IBoxx $ Invest Grade Corp Bd shares owned by CWM

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

Historical chart of CWM 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 CWM 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 CWM

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.3M 30k 111.47
2025-06-30 $3.8M 34k 109.61
2025-03-31 $3.4M 32k 108.70
2024-12-31 $3.5M 33k 106.84
2024-09-30 $3.6M 32k 112.99
2024-06-30 $3.1M 29k 107.12
2024-03-31 $15M 135k 108.92
2023-12-31 $10M 93k 110.66
2023-09-30 $9.8M 96k 102.02
2023-06-30 $2.0M 18k 108.16
2023-03-31 $1.5M 13k 109.65
2022-12-31 $1.5M 14k 105.42
2022-09-30 $750k 7.3k 102.46
2022-06-30 $883k 8.0k 110.00
2022-03-31 $1.1M 9.1k 120.98
2021-12-31 $2.4M 18k 132.50
2021-06-30 $5.6M 41k 134.35
2021-03-31 $5.6M 41k 134.35
2020-12-31 $5.6M 41k 134.35
2020-09-30 $5.6M 41k 134.35
2020-06-30 $5.6M 41k 134.35
2020-03-31 $4.3M 35k 123.50
2019-12-31 $5.6M 41k 134.35
2019-09-30 $5.6M 41k 134.35
2019-06-30 $5.6M 41k 134.35
2019-03-31 $1.2M 11k 119.02
2018-12-31 $70M 621k 112.82
2018-09-30 $51M 445k 114.93
2018-06-30 $35M 307k 114.57
2018-03-31 $32M 276k 117.39
2017-12-31 $13M 103k 121.56
2017-09-30 $16M 133k 121.23
2017-06-30 $15M 120k 120.51
2017-03-31 $13M 114k 117.91
2016-12-31 $12M 103k 117.18
2016-09-30 $10M 84k 123.18
2016-06-30 $8.0M 65k 122.73
2016-03-31 $18k 155 116.13
2015-12-31 $17k 148 114.86
2015-09-30 $25k 216 115.74
2015-03-31 $456k 3.7k 121.76
2014-12-31 $255k 2.1k 119.61
2014-09-30 $277k 2.3k 118.33
2013-12-31 $67k 576 116.32

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Spdr Series Trust Portfolio S&p500 (SPLG)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 100 Etf (OEF)
Pimco Etf Tr Active Bd Etf (BOND)
Amazon (AMZN)

View all positions for CWM

Top funds holding iShares IBoxx $ Invest Grade Corp Bd

Meiji Yasuda Life Insurance Company
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
Envestnet Asset Management

View all funds holding iShares IBoxx $ Invest Grade Corp Bd