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iShares IBoxx $ Invest Grade Corp Bd shares owned by Rochester Wealth Strategies

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

Historical chart of Rochester Wealth Strategies 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 Rochester Wealth Strategies 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 Rochester Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.2M 47k 111.47
2025-06-30 $4.3M 40k 109.61
2025-03-31 $5.2M 48k 108.69

More positions owned by Rochester Wealth Strategies

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Gold Tr Ishares New (IAU)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Ultra Short Dur (ICSH)
Vanguard Bd Index Fds Long Term Bond (BLV)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)
Brookfield Corp Cl A Ltd Vt Sh (BN)

View all positions for Rochester Wealth Strategies

Top funds holding iShares IBoxx $ Invest Grade Corp Bd

Meiji Yasuda Life Insurance Company
Nuveen
Morgan Stanley
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

View all funds holding iShares IBoxx $ Invest Grade Corp Bd