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

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

Historical chart of Icon 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 Icon 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 Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 11k 112.98
2024-03-31 $2.8M 25k 108.92
2023-12-31 $7.8M 70k 110.66
2022-12-31 $1.7M 16k 105.43
2022-09-30 $1.3M 13k 102.49

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Ishares Core S&p 500 Etf Etf (IVV)
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Ishares S&p 500 Growth Etf Etf (IVW)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Microsoft Corp Stock (MSFT)
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Ishares Msci Eafe Growth Etf Etf (EFG)
Apple Stock (AAPL)
Ishares National Muni Bond Etf Etf (MUB)
Amazon Stock (AMZN)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Exxon Mobil Corp Stock (XOM)
Chevron Corp Stock (CVX)

View all positions for Icon Wealth Advisors

Top funds holding iShares IBoxx $ Invest Grade Corp Bd

Bank of America Corporation
Meiji Yasuda Life Insurance Company
BlackRock
Japan Science & Technology Agency
BlackRock
Financial Engines Advisors L.L.C
Citadel Advisors
NYL Investors
Allianz Investment Management U.S
Morgan Stanley
Jane Street
Goldman Sachs Group
Wealthfront Advisers
Ontario Teachers' Pension Plan Board
Wells Fargo & Company

View all funds holding iShares IBoxx $ Invest Grade Corp Bd