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iShares IBoxx $ Invest Grade Corp Bd shares owned by Davis Wealth Advisors

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

Historical chart of Davis Wealth 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 Davis Wealth 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 Davis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $226k 2.1k 109.11

More positions owned by Davis Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Univrsl Usd (IUSB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Esg Awr Msci Usa (ESGU)
Blackrock Etf Trust Isha Us Awar Etf (LCTU)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Esg Awr Us Agrgt (EAGG)
Vanguard World Esg Us Stk Etf (ESGV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Blackrock Etf Trust Isha I In Te Etf (BAI)

View all positions for Davis Wealth Advisors

Top funds holding iShares IBoxx $ Invest Grade Corp Bd

Bank of America Corporation
Susquehanna International
BlackRock
Meiji Yasuda Life Insurance Company
Goldman Sachs Group
Morgan Stanley
Wealthfront Advisers
Financial Engines Advisors L.L.C
Barclays
Prudential Financial
Nuveen
Japan Science & Technology Agency
Citadel Advisors
Jane Street
Allianz Se

View all funds holding iShares IBoxx $ Invest Grade Corp Bd