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iShares IBoxx $ Invest Grade Corp Bd shares owned by Source Financial Advisors

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

Historical chart of Source Financial 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 Source Financial 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 Source Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $342k 3.1k 110.66
2023-09-30 $324k 3.2k 102.01
2023-06-30 $703k 6.5k 108.13
2023-03-31 $707k 6.4k 109.61
2021-03-31 $2.1M 16k 130.07
2020-12-31 $2.0M 14k 138.15

More positions owned by Source Financial Advisors

Uber Technologies (UBER)
MarketAxess Holdings (MKTX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Us Treas Bd Etf (GOVT)
Confluent Class A Com (CFLT)
Elastic N V Ord Shs (ESTC)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Msci Total (IXUS)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Snap Cl A (SNAP)
JPMorgan Chase & Co. (JPM)

View all positions for Source Financial Advisors

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
Wealthfront Advisers
Citigroup
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