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iShares IBoxx $ Invest Grade Corp Bd shares owned by Private Advisor

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

Historical chart of Private Advisor 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 Private Advisor 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 Private Advisor

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.0M 81k 111.47
2025-06-30 $9.0M 82k 109.61
2025-03-31 $7.4M 68k 108.69
2024-12-31 $8.3M 78k 106.84
2024-09-30 $8.8M 78k 112.98
2024-06-30 $8.9M 83k 107.13
2024-03-31 $9.6M 88k 108.86
2023-12-31 $10M 90k 110.61
2023-09-30 $31M 308k 101.87
2023-06-30 $9.6M 89k 108.01
2023-03-31 $8.6M 78k 109.61
2022-12-31 $3.8M 85k 44.98
2022-09-30 $9.6M 93k 102.46
2022-06-30 $8.4M 76k 110.02
2022-03-31 $9.7M 73k 132.52
2021-12-31 $9.7M 73k 132.52
2021-09-30 $18M 138k 133.03
2021-06-30 $12M 88k 134.36
2021-03-31 $19M 149k 130.05
2020-12-31 $18M 127k 138.13
2020-09-30 $11M 84k 134.67
2020-06-30 $9.8M 73k 134.51
2020-03-31 $11M 88k 123.51
2019-12-31 $16M 121k 127.96
2019-09-30 $17M 129k 127.48
2019-06-30 $15M 117k 124.37
2019-03-31 $13M 109k 119.06
2018-12-31 $9.9M 88k 112.82
2018-09-30 $14M 123k 114.93
2018-06-30 $8.0M 70k 114.25
2018-03-31 $7.8M 67k 117.39
2017-12-31 $9.9M 82k 120.91
2017-09-30 $16M 129k 121.06
2017-06-30 $14M 118k 119.92
2017-03-31 $11M 94k 117.96
2016-12-31 $9.0M 76k 118.03
2016-09-30 $7.5M 61k 121.99
2016-06-30 $10M 84k 123.66
2016-03-31 $6.0M 51k 118.82
2015-12-31 $11M 100k 114.01
2015-09-30 $10M 87k 116.08
2015-06-30 $9.8M 85k 115.75
2015-03-31 $7.5M 62k 121.71
2014-12-31 $4.6M 39k 119.41
2014-09-30 $4.1M 35k 118.21
2014-06-30 $3.8M 31k 119.27
2014-03-31 $2.3M 20k 116.95
2013-12-31 $4.0M 35k 114.17

More positions owned by Private Advisor

Apple (AAPL)
NVIDIA Corporation (NVDA)
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Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Growth Etf (VUG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)

View all positions for Private Advisor

Top funds holding iShares IBoxx $ Invest Grade Corp Bd

Meiji Yasuda Life Insurance Company
Nuveen
Citadel Advisors
BlackRock
Goldman Sachs Group
Japan Science & Technology Agency
Financial Engines Advisors L.L.C
Wealthfront Advisers
Barclays
Jane Street
King Street Capital Management
TD Asset Management
Brevan Howard Capital Management
Wells Fargo & Company
Envestnet Asset Management

View all funds holding iShares IBoxx $ Invest Grade Corp Bd