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

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

Historical chart of FSM 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 FSM 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 FSM Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $279k 2.6k 108.99

More positions owned by FSM Wealth Advisors

J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Pimco Etf Tr Active Bd Etf (BOND)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr Core S&p Mcp Etf (IJH)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Ishares Tr Glb Infrastr Etf (IGF)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Ishares Tr Eafe Sml Cp Etf (SCZ)

View all positions for FSM Wealth Advisors

Top funds holding iShares IBoxx $ Invest Grade Corp Bd

Goldman Sachs Group
Gallagher Fiduciary Advisors
Bank of America Corporation
BlackRock
Meiji Yasuda Life Insurance Company
Morgan Stanley
Susquehanna International
UBS Group
Financial Engines Advisors L.L.C
Nuveen
Wealthfront Advisers
Prudential Financial
Wells Fargo & Company
Babson Capital Management
Japan Science & Technology Agency

View all funds holding iShares IBoxx $ Invest Grade Corp Bd