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

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

Historical chart of United Financial Planning Group 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 United Financial Planning Group 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 United Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $235k 2.2k 109.00

More positions owned by United Financial Planning Group

Vanguard Value Index Etf (VTV)
Vanguard Ftse Developed Etf (VEA)
Vanguard Growth Index Etf (VUG)
Ishares Core S&p Mid-cap Etf (IJH)
Ishares Core S&p Etf (IJR)
Ishares Core Msci Etf (IEMG)
Vanguard Real Estate Etf (VNQ)
Vanguard Total Int Bond Etf (BNDX)
Vanguard Short-term Bond Etf (BSV)
Vanguard Mid-cap Index Etf (VO)
Abbvie (ABBV)
Vanguard Total Etf (VTI)
Ishares 1-5 Year Etf (IGSB)
Apple (AAPL)
Vanguard Small-cap Index Etf (VB)

View all positions for United Financial Planning Group

Top funds holding iShares IBoxx $ Invest Grade Corp Bd

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

View all funds holding iShares IBoxx $ Invest Grade Corp Bd