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iShares IBoxx $ Invest Grade Corp Bd shares owned by Evelyn Partners Asset Management

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

Historical chart of Evelyn Partners Asset Management investment in iShares IBoxx $ Invest Grade Corp Bd

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All positions including iShares IBoxx $ Invest Grade Corp Bd held by Evelyn Partners Asset Management 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 Evelyn Partners Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $30k 272 111.47
2025-06-30 $30k 272 109.61

More positions owned by Evelyn Partners Asset Management

Mfc Spdr Gold Tr Gold Etf (GLD)
Vanguard Intl Equity Index F Etf (VT)
Microsoft Corp Common (MSFT)
Alphabet Class A (GOOGL)
Amazon Common (AMZN)
Vaneck Etf Tr Gold Miners Etf Etf (GDX)
Visa Class A (V)
Stryker Corp Common (SYK)
Automatic Data Processing In Common (ADP)
Disney Walt Common (DIS)
Apple Common (AAPL)
Mastercard Inc Cl A Class A (MA)
Intuit Common (INTU)
Litman Gregory Fds Tr Common (DBMF)
Autozone Common (AZO)

View all positions for Evelyn Partners Asset Management

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