Peak Financial Management »

iShares IBoxx $ Invest Grade Corp Bd shares owned by Peak Financial Management

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

Historical chart of Peak Financial 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 Peak Financial Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares IBoxx $ Invest Grade Corp Bd by Peak Financial Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $605k 5.6k 108.92
2023-12-31 $618k 5.6k 110.66

More positions owned by Peak Financial Management

Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Tips Etf (SCHP)
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Ishares Tr Core Lt Usdb Etf (ILTB)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Fidelity Covington Trust Msci Matls Index (FMAT)

View all positions for Peak Financial 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