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iShares IBoxx $ Invest Grade Corp Bd shares owned by Sowell Financial Services

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

Historical chart of Sowell Financial Services investment in iShares IBoxx $ Invest Grade Corp Bd

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All positions including iShares IBoxx $ Invest Grade Corp Bd held by Sowell Financial Services 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 Sowell Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.0M 36k 111.47
2025-06-30 $3.8M 35k 109.61
2025-03-31 $3.8M 35k 108.69
2024-12-31 $3.6M 34k 106.84
2024-09-30 $4.1M 36k 112.99
2024-06-30 $4.6M 43k 107.12
2024-03-31 $3.2M 29k 108.91
2023-12-31 $3.7M 33k 110.66
2023-09-30 $2.0M 20k 102.01
2023-06-30 $2.8M 26k 108.14
2023-03-31 $1.6M 14k 109.64
2022-12-31 $5.1M 48k 105.43
2022-09-30 $1.4M 13k 102.47
2021-12-31 $3.1M 24k 132.51
2021-09-30 $2.5M 19k 133.01
2021-06-30 $2.5M 19k 134.36
2021-03-31 $2.9M 22k 131.69
2020-12-31 $4.9M 35k 138.12
2020-09-30 $5.9M 44k 134.71
2020-06-30 $8.7M 64k 134.49
2020-03-31 $1.2M 9.4k 123.51
2019-12-31 $2.6M 20k 127.97
2019-09-30 $2.0M 16k 127.49
2019-03-31 $1.1M 9.4k 119.09
2018-12-31 $1.8M 16k 112.82
2018-06-30 $2.2M 19k 115.35
2018-03-31 $985k 8.6k 114.52
2017-12-31 $3.7M 31k 120.15
2017-09-30 $7.6M 63k 121.02
2017-06-30 $7.0M 58k 120.19
2017-03-31 $4.2M 35k 119.70
2016-12-31 $4.3M 37k 117.11

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Advisors Inner Circle Fd Iii Rayliant Quantit (RAYD)
Alphabet Cap Stk Cl A (GOOGL)
Pimco Etf Tr Active Bd Etf (BOND)
JPMorgan Chase & Co. (JPM)

View all positions for Sowell Financial Services

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