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iShares IBoxx $ Invest Grade Corp Bd shares owned by CWM

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

Historical chart of CWM 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 CWM 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 CWM

Quarter filed Position value Share count Share price at filing
2024-03-31 $15M 135k 108.92
2023-12-31 $10M 93k 110.66
2023-09-30 $9.8M 96k 102.02
2023-06-30 $2.0M 18k 108.16
2023-03-31 $1.5M 13k 109.65
2022-12-31 $1.5M 14k 105.42
2022-09-30 $750k 7.3k 102.46
2022-06-30 $883k 8.0k 110.00
2022-03-31 $1.1M 9.1k 120.98
2021-12-31 $2.4M 18k 132.50
2021-06-30 $5.6M 41k 134.35
2021-03-31 $8.0M 61k 130.05
2020-12-31 $14M 99k 138.13
2020-09-30 $5.6M 41k 134.35
2020-06-30 $12M 91k 134.50
2020-03-31 $5.6M 41k 134.35
2019-12-31 $5.6M 41k 134.35
2019-09-30 $5.6M 41k 134.35
2019-06-30 $5.6M 41k 134.35
2019-03-31 $1.2M 11k 119.02
2018-12-31 $70M 621k 112.82
2018-09-30 $51M 445k 114.93
2018-06-30 $35M 307k 114.57
2018-03-31 $32M 276k 117.39
2017-12-31 $13M 103k 121.56
2017-09-30 $16M 133k 121.23
2017-06-30 $15M 120k 120.51
2017-03-31 $13M 114k 117.91
2016-12-31 $12M 103k 117.18
2016-09-30 $10M 84k 123.18
2016-06-30 $8.0M 65k 122.73
2016-03-31 $18k 155 116.13
2015-12-31 $17k 148 114.86
2015-09-30 $25k 216 115.74
2015-03-31 $456k 3.7k 121.76
2014-12-31 $255k 2.1k 119.61
2014-09-30 $277k 2.3k 118.33
2013-12-31 $67k 576 116.32

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Microsoft Corporation (MSFT)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for CWM

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