WR Wealth Planners »

iShares IBoxx $ Invest Grade Corp Bd shares owned by WR Wealth Planners

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

Historical chart of WR Wealth Planners 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 WR Wealth Planners 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 WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-06-30 $258k 2.4k 107.12
2024-03-31 $267k 2.5k 108.92
2023-12-31 $431k 3.9k 110.66
2023-09-30 $593k 5.8k 102.02
2023-06-30 $416k 3.8k 108.14
2023-03-31 $476k 4.3k 109.61

More positions owned by WR Wealth Planners

Spdr S&p 500 Etf Trust Etf (SPY)
Goldman Sachs Access Treasury 0-1 Year Etf Etf (GBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Avantis U.s. Equity Etf Etf (AVUS)
Avantis International Equity Etf Etf (AVDE)
Invesco Qqq Trust Series I Etf (QQQ)
Capital Group Growth Etf Etf (CGGR)
Avantis Short-term Fixed Income Etf Etf (AVSF)
Apple Stock (AAPL)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Capital Group Dividend Value Etf Etf (CGDV)
Amazon Stock (AMZN)
Spdr Gold Minishares Trust Etf (GLDM)
Microsoft Corp Stock (MSFT)
Avantis U.s. Small Cap Value Etf Etf (AVUV)

View all positions for WR Wealth Planners

Top funds holding iShares IBoxx $ Invest Grade Corp Bd

Bank of America Corporation
Meiji Yasuda Life Insurance Company
Fisher Investments
Japan Science & Technology Agency
BlackRock
UBS Group
Prudential Financial
Financial Engines Advisors L.L.C
Allianz Investment Management U.S
Citadel Advisors
Morgan Stanley
NYL Investors
Wells Fargo & Company
Citigroup
Susquehanna International

View all funds holding iShares IBoxx $ Invest Grade Corp Bd