ValMark Advisers »

iShares IBoxx $ Invest Grade Corp Bd shares owned by ValMark Advisers

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

Historical chart of ValMark Advisers 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 ValMark Advisers consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares IBoxx $ Invest Grade Corp Bd by ValMark Advisers

Quarter filed Position value Share count Share price at filing
2023-12-31 $66M 595k 110.66
2023-09-30 $61M 599k 102.02
2023-06-30 $64M 588k 108.14
2023-03-31 $62M 561k 109.61
2022-12-31 $63M 593k 105.43
2022-09-30 $110M 1.1M 102.45
2022-06-30 $118M 1.1M 110.03
2022-03-31 $131M 1.1M 120.94
2021-12-31 $220M 1.7M 132.52
2021-09-30 $215M 1.6M 133.03
2021-06-30 $215M 1.6M 134.36
2021-03-31 $200M 1.5M 130.05
2020-12-31 $199M 1.4M 138.13
2020-09-30 $190M 1.4M 134.71
2020-06-30 $189M 1.4M 134.50
2020-03-31 $180M 1.5M 123.51
2019-12-31 $201M 1.6M 127.96
2019-09-30 $201M 1.6M 127.48
2019-06-30 $203M 1.6M 124.37
2019-03-31 $199M 1.7M 119.06
2018-12-31 $233M 2.1M 112.82
2018-09-30 $251M 2.2M 114.93
2018-06-30 $252M 2.2M 114.57
2018-03-31 $257M 2.2M 117.39
2017-12-31 $225M 1.9M 121.56
2017-09-30 $196M 1.6M 121.23
2017-06-30 $192M 1.6M 120.51
2017-03-31 $189M 1.6M 117.91
2016-12-31 $186M 1.6M 117.18
2016-09-30 $190M 1.5M 123.18
2016-06-30 $188M 1.5M 122.73
2016-03-31 $187M 1.6M 118.82
2015-12-31 $185M 1.6M 114.27
2015-09-30 $193M 1.7M 116.00
2015-06-30 $203M 1.8M 115.72
2015-03-31 $205M 1.7M 121.71
2014-12-31 $200M 1.7M 119.41
2014-09-30 $194M 1.6M 118.22
2014-06-30 $191M 1.6M 119.26
2014-03-31 $179M 1.5M 116.94
2013-12-31 $169M 1.5M 114.19
2013-09-30 $154M 1.4M 113.52
2013-06-30 $140M 1.2M 113.65
2013-03-31 $132M 1.1M 119.90
2012-12-31 $113M 937k 120.99
2012-09-30 $96M 786k 121.77
2012-06-30 $70M 593k 117.59
2012-03-31 $51M 441k 115.63
2011-12-31 $38M 336k 113.76
2011-09-30 $36M 323k 112.31
2011-06-30 $38M 342k 110.13

More positions owned by ValMark Advisers

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dbx Etf Tr Xtrack Usd High (HYLB)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr Global Reit Etf (REET)
Ishares Tr Usd Inv Grde Etf (USIG)

View all positions for ValMark Advisers

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
Citigroup
Wealthfront Advisers
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