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iShares IBoxx $ Invest Grade Corp Bd shares owned by Gradient Capital Advisors

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

Historical chart of Gradient Capital 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 Gradient Capital 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 Gradient Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $544k 4.9k 110.19
2025-09-30 $552k 4.9k 111.47
2025-06-30 $546k 5.0k 109.62
2025-03-31 $549k 5.0k 108.68
2024-12-31 $547k 5.1k 106.84
2024-09-30 $578k 5.1k 112.99
2024-06-30 $542k 5.1k 107.12
2024-03-31 $518k 4.8k 108.92
2023-12-31 $552k 5.0k 110.65
2023-09-30 $540k 5.3k 102.03
2023-06-30 $623k 5.8k 108.13
2023-03-31 $692k 6.3k 109.61
2022-12-31 $718k 6.8k 105.44
2022-09-30 $727k 7.1k 102.41
2022-06-30 $790k 7.2k 110.06
2022-03-31 $883k 7.3k 120.98
2021-12-31 $967k 7.3k 132.57
2021-09-30 $995k 7.5k 132.97
2021-06-30 $1.0M 7.7k 134.41
2021-03-31 $1.0M 7.8k 130.07
2020-12-31 $1.2M 8.5k 138.19
2020-09-30 $1.1M 7.9k 134.66
2020-06-30 $935k 7.0k 134.49
2020-03-31 $792k 6.4k 123.50
2019-12-31 $824k 6.4k 128.01
2019-09-30 $829k 6.5k 127.48
2019-06-30 $808k 6.5k 124.37
2019-03-31 $690k 5.8k 119.09
2018-12-31 $686k 6.1k 112.87
2018-09-30 $705k 6.1k 114.97
2018-06-30 $774k 6.8k 114.53
2018-03-31 $865k 7.4k 117.35
2017-12-31 $908k 7.5k 121.50

More positions owned by Gradient Capital Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Schwab International Equity Etf Etf (SCHF)
Dimensional Short-duration Fixed Income Etf Etf (DFSD)
Schwab U.s. Mid-cap Etf Etf (SCHM)
Dimensional Global Core Plus Fixed Income Etf Etf (DFGP)
Dimensional U.s. Targeted Value Etf Etf (DFAT)
Vanguard Large-cap Etf Etf (VV)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Jpmorgan Chase & Co Stock (JPM)
Schwab U.s. Large-cap Etf Etf (SCHX)

View all positions for Gradient Capital Advisors

Top funds holding iShares IBoxx $ Invest Grade Corp Bd

Meiji Yasuda Life Insurance Company
UBS Group
BlackRock
Susquehanna International
Citadel Advisors
Nuveen
Goldman Sachs Group
Financial Engines Advisors L.L.C
Wealthfront Advisers
Japan Science & Technology Agency
Picton Mahoney Asset Management
Wells Fargo & Company
Allianz Se
Sona Asset Management
Brevan Howard Capital Management

View all funds holding iShares IBoxx $ Invest Grade Corp Bd