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iShares IBoxx $ Invest Grade Corp Bd shares owned by Novak Financial Planning

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

Historical chart of Novak Financial Planning 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 Novak Financial Planning 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 Novak Financial Planning

Quarter filed Position value Share count Share price at filing
2021-06-30 $3.0M 22k 134.34
2021-03-31 $3.0M 23k 130.06
2020-12-31 $3.1M 23k 138.12

More positions owned by Novak Financial Planning

Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Blackrock Ultra (ICSH)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Index Fds Growth Etf (VUG)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Novak Financial Planning

Top funds holding iShares IBoxx $ Invest Grade Corp Bd

Bank of America Corporation
Fisher Investments
NYL Investors
BlackRock
Goldman Sachs Group
UBS Group
Financial Engines Advisors L.L.C
Allianz Investment Management U.S
Citigroup
Ontario Teachers' Pension Plan Board
Wealthfront Advisers
Barclays
Jane Street
Envestnet Asset Management
Susquehanna International

View all funds holding iShares IBoxx $ Invest Grade Corp Bd