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iShares IBoxx $ Invest Grade Corp Bd shares owned by Primoris Wealth Advisors

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

Historical chart of Primoris Wealth 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 Primoris Wealth 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 Primoris Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.7M 15k 109.07

More positions owned by Primoris Wealth Advisors

Fidelity Covington Trust Msci Info Tech I (FTEC)
Lam Research Corp Com New (LRCX)
Advanced Micro Devices (AMD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Micron Technology (MU)
Axogen (AXGN)
Amazon (AMZN)
Apple (AAPL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Alphabet Cap Stk Cl C (GOOG)
NVIDIA Corporation (NVDA)
Marvell Technology (MRVL)
Intel Corporation (INTC)
Fidelity Covington Trust Msci Utils Index (FUTY)

View all positions for Primoris Wealth Advisors

Top funds holding iShares IBoxx $ Invest Grade Corp Bd

Goldman Sachs Group
Gallagher Fiduciary Advisors
Bank of America Corporation
BlackRock
Susquehanna International
Meiji Yasuda Life Insurance Company
Morgan Stanley
UBS Group
Barclays
Nuveen
Financial Engines Advisors L.L.C
Wealthfront Advisers
Prudential Financial
Wells Fargo & Company
Babson Capital Management

View all funds holding iShares IBoxx $ Invest Grade Corp Bd