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iShares IBoxx $ Invest Grade Corp Bd shares owned by SRS Capital Advisors

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

Historical chart of SRS Capital 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 SRS Capital 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 SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $26M 245k 106.84
2024-09-30 $27M 235k 112.98
2024-06-30 $26M 240k 107.12
2024-03-31 $25M 227k 108.92
2023-12-31 $24M 216k 110.66
2023-09-30 $20k 198 102.20
2023-06-30 $23k 213 108.36
2023-03-31 $27k 246 109.41
2022-12-31 $26k 244 105.54
2022-09-30 $28k 272 102.94
2022-06-30 $35k 322 108.70
2022-03-31 $40k 331 120.85
2021-12-31 $51k 388 131.44
2021-09-30 $51k 386 132.12
2021-06-30 $56k 420 133.33
2020-12-31 $124k 894 138.70
2020-09-30 $31M 229k 134.71
2020-06-30 $127k 948 133.97
2020-03-31 $119k 960 123.96
2019-12-31 $238k 1.9k 127.96
2019-09-30 $398k 3.1k 127.56
2019-06-30 $2.9M 23k 124.35
2018-12-31 $2.6M 23k 112.82
2018-09-30 $2.2M 19k 114.93
2018-06-30 $3.3M 28k 114.54
2018-03-31 $3.1M 26k 117.38
2017-12-31 $3.3M 27k 121.53
2017-09-30 $3.2M 27k 121.21
2017-06-30 $1.8M 15k 120.38
2017-03-31 $1.1M 9.5k 117.90
2016-12-31 $957k 8.2k 117.19

More positions owned by SRS Capital Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Tips Etf (SCHP)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Core Fixed Incom (DFCF)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for SRS Capital Advisors

Top funds holding iShares IBoxx $ Invest Grade Corp Bd

Bank of America Corporation
Meiji Yasuda Life Insurance Company
BlackRock
Japan Science & Technology Agency
Goldman Sachs Group
UBS Group
Financial Engines Advisors L.L.C
Morgan Stanley
Allianz Investment Management U.S
Wells Fargo & Company
Jane Street
Susquehanna International
Ontario Teachers' Pension Plan Board
Citadel Advisors
Ameriprise Financial

View all funds holding iShares IBoxx $ Invest Grade Corp Bd