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iShares IBoxx $ Invest Grade Corp Bd shares owned by Lwm Advisors

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

Historical chart of Lwm 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 Lwm 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 Lwm Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.6M 33k 110.19
2025-09-30 $3.7M 33k 111.47
2025-06-30 $3.5M 32k 109.61
2025-03-31 $3.4M 32k 106.61

More positions owned by Lwm Advisors

Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Rus 2000 Grw Etf (IWO)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Apple (AAPL)
Ishares Tr Esg Msci Kld 400 (DSI)
Vanguard World Mega Grwth Ind (MGK)
Vanguard World Mega Cap Val Etf (MGV)

View all positions for Lwm Advisors

Top funds holding iShares IBoxx $ Invest Grade Corp Bd

Meiji Yasuda Life Insurance Company
UBS Group
Nuveen
Citadel Advisors
BlackRock
Goldman Sachs Group
Japan Science & Technology Agency
Financial Engines Advisors L.L.C
Wealthfront Advisers
Barclays
Jane Street
King Street Capital Management
TD Asset Management
Brevan Howard Capital Management
Wells Fargo & Company

View all funds holding iShares IBoxx $ Invest Grade Corp Bd