Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Root Financial Partners »

iShares IBoxx $ Invest Grade Corp Bd shares owned by Root Financial Partners

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

Historical chart of Root Financial Partners 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 Root Financial Partners consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in iShares IBoxx $ Invest Grade Corp Bd by Root Financial Partners

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$302k	2.7k	112.97
2024-06-30	$220k	2.1k	107.13
2024-03-31	$215k	2.0k	108.90

More positions owned by Root Financial Partners

Dimensional Etf Trust Us Equity Market (DFUS)

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)

Dimensional Etf Trust Us Mktwide Value (DFUV)

Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)

Dimensional Etf Trust Core Fixed Incom (DFCF)

Dimensional Etf Trust Us Small Cap Val (DFSV)

Dimensional Etf Trust Us Core Equity 2 (DFAC)

Dimensional Etf Trust Short Duration F (DFSD)

Dimensional Etf Trust Us Real Estate E (DFAR)

Dimensional Etf Trust Internatnal Val (DFIV)

Vanguard Index Fds Total Stk Mkt (VTI)

Apple (AAPL)

Dimensional Etf Trust Ultrashort Fixed (DUSB)

Dimensional Etf Trust Intl Small Cap E (DFIS)

Dimensional Etf Trust Emerging Mkts Va (DFEV)

View all positions for Root Financial Partners

Top funds holding iShares IBoxx $ Invest Grade Corp Bd

Bank of America Corporation

Meiji Yasuda Life Insurance Company

BlackRock

Japan Science & Technology Agency

BlackRock

Financial Engines Advisors L.L.C

Citadel Advisors

NYL Investors

Allianz Investment Management U.S

Ontario Teachers' Pension Plan Board

Wells Fargo & Company

View all funds holding iShares IBoxx $ Invest Grade Corp Bd

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z