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iShares IBoxx $ Invest Grade Corp Bd shares owned by Midwestern Financial

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

Historical chart of Midwestern Financial 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 Midwestern Financial 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 Midwestern Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $663k 6.0k 110.20
2025-09-30 $603k 5.4k 111.46
2025-06-30 $716k 6.5k 109.60

More positions owned by Midwestern Financial

Spdr S&p 500 Etf Tr Tr Unit (SPY)
American Centy Etf Tr Focused Lrg Cap (FLV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Acwi Ex Us (ACWX)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr Core Intl Aggr (IAGG)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Midwestern Financial

Top funds holding iShares IBoxx $ Invest Grade Corp Bd

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

View all funds holding iShares IBoxx $ Invest Grade Corp Bd