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

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

Historical chart of Laurel Oak 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 Laurel Oak 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 Laurel Oak Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $557k 5.1k 109.08
2026-03-31 $824k 7.6k 108.99

More positions owned by Laurel Oak Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Vanguard Index Fds Growth Etf (VUG)
Listed Fds Tr Swan Hedged Eqty (HEGD)
JPMorgan Chase & Co. (JPM)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Microsoft Corporation (MSFT)
Vanguard World Inf Tech Etf (VGT)
Spdr Series Trust St Str P500val (SPYV)
Vanguard Specialized Funds Div App Etf (VIG)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Laurel Oak Wealth Management

Top funds holding iShares IBoxx $ Invest Grade Corp Bd

Bank of America Corporation
Susquehanna International
BlackRock
Meiji Yasuda Life Insurance Company
Goldman Sachs Group
Morgan Stanley
Wealthfront Advisers
Financial Engines Advisors L.L.C
Barclays
Prudential Financial
Nuveen
Japan Science & Technology Agency
Citadel Advisors
Jane Street
Allianz Se

View all funds holding iShares IBoxx $ Invest Grade Corp Bd