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iShares IBoxx $ Invest Grade Corp Bd shares owned by Townsend Financial Planning

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

Historical chart of Townsend Financial Planning 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 Townsend Financial Planning 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 Townsend Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $6.1M 56k 108.99

More positions owned by Townsend Financial Planning

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Core Msci Total (IXUS)
Fidelity Covington Trust Msci Rl Est Etf (FREL)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Ishares Tr Tips Bd Etf (TIP)
Fidelity Covington Trust Enhanced Intl (FENI)
Vanguard World Esg Us Stk Etf (ESGV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Fidelity Covington Trust Enhanced Mid (FMDE)

View all positions for Townsend Financial Planning

Top funds holding iShares IBoxx $ Invest Grade Corp Bd

Goldman Sachs Group
Gallagher Fiduciary Advisors
Bank of America Corporation
BlackRock
Susquehanna International
Meiji Yasuda Life Insurance Company
Morgan Stanley
UBS Group
Barclays
Nuveen
Financial Engines Advisors L.L.C
Wealthfront Advisers
Prudential Financial
Wells Fargo & Company
Babson Capital Management

View all funds holding iShares IBoxx $ Invest Grade Corp Bd