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

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

Historical chart of OneAscent 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 OneAscent 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 OneAscent Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9M 18k 108.92
2023-12-31 $2.2M 20k 110.68

More positions owned by OneAscent Wealth Management

Unified Ser Tr Oneascent Core P (OACP)
Unified Ser Tr Oneascent Intl (OAIM)
Unified Ser Tr Oneascent Large (OALC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Unified Ser Tr Oneascent Emgrg (OAEM)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Timothy Plan Hig Dv Stk Etf (TPHD)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Southern Company (SO)
Us Bancorp Del Com New (USB)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Microsoft Corporation (MSFT)
Ishares Tr Iboxx Inv Cp Etf (LQD)

View all positions for OneAscent Wealth Management

Top funds holding iShares IBoxx $ Invest Grade Corp Bd

Bank of America Corporation
Fisher Investments
Goldman Sachs Group
Allianz Investment Management U.S
NYL Investors
UBS Group
Wealthfront Advisers
Citigroup
Barclays
Jane Street
Millennium Management
Assetmark
Citadel Advisors
Wells Fargo & Company
D. E. Shaw & Co

View all funds holding iShares IBoxx $ Invest Grade Corp Bd