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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
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 $11M 92k 120.93
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

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Apple (AAPL)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Select Sector Spdr Tr Technology (XLK)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Spdr Ser Tr Portfolio Agrgte (SPAB)

View all positions for Private Advisor

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
Citigroup
Wealthfront Advisers
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