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iShares IBoxx $ Invest Grade Corp Bd shares owned by Heritage Wealth Management

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

Historical chart of Heritage Wealth Management 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 Heritage Wealth 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 Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.4M 31k 108.92
2023-12-31 $3.4M 30k 110.66

More positions owned by Heritage Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Calif Mun Bd Etf (CMF)
Qualcomm (QCOM)
Microsoft Corporation Put Option (MSFT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)

View all positions for Heritage Wealth Management

Top funds holding iShares IBoxx $ Invest Grade Corp Bd

Bank of America Corporation
Fisher Investments
Goldman Sachs Group
Allianz Investment Management U.S
NYL Investors
UBS Group
Wealthfront Advisers
Citigroup
Barclays
Jane Street
Susquehanna International
Millennium Management
Citadel Advisors
Wells Fargo & Company
D. E. Shaw & Co

View all funds holding iShares IBoxx $ Invest Grade Corp Bd