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iShares IBoxx $ Invest Grade Corp Bd shares owned by Cape Investment Advisory

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

Historical chart of Cape Investment Advisory 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 Cape Investment Advisory 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 Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $122k 1.1k 110.66
2023-09-30 $74k 723 102.02
2023-06-30 $31k 283 108.14
2023-03-31 $37k 333 109.61

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View all positions for Cape Investment Advisory

Top funds holding iShares IBoxx $ Invest Grade Corp Bd

Bank of America Corporation
Meiji Yasuda Life Insurance Company
Fisher Investments
NYL Investors
BlackRock
Citadel Advisors
UBS Group
Financial Engines Advisors L.L.C
Allianz Investment Management U.S
Morgan Stanley
Citigroup
Goldman Sachs Group
Jane Street
Ontario Teachers' Pension Plan Board
Wealthfront Advisers

View all funds holding iShares IBoxx $ Invest Grade Corp Bd