Neumann Capital Management »

iShares IBoxx $ Invest Grade Corp Bd shares owned by Neumann Capital Management

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

Historical chart of Neumann Capital Management 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 Neumann Capital Management 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 Neumann Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 11k 108.92
2023-12-31 $1.2M 11k 110.66
2023-09-30 $1.2M 11k 102.02
2023-06-30 $1.2M 11k 108.14
2023-03-31 $1.2M 11k 109.61
2022-12-31 $1.1M 11k 105.43
2022-09-30 $960k 9.4k 102.44
2022-06-30 $1.5M 14k 110.02
2022-03-31 $1.6M 13k 120.98
2021-12-31 $1.8M 13k 132.55
2021-09-30 $1.8M 13k 133.03
2021-06-30 $1.7M 13k 134.34
2021-03-31 $1.7M 13k 130.01
2020-12-31 $1.8M 13k 138.14
2020-09-30 $1.7M 13k 134.72
2020-06-30 $1.1M 8.2k 134.53
2020-03-31 $1.0M 8.2k 123.50
2019-12-31 $1.1M 8.2k 127.97
2019-09-30 $1.0M 8.2k 127.53
2019-06-30 $855k 6.9k 124.44
2019-03-31 $794k 6.7k 119.09
2018-12-31 $575k 5.1k 112.92
2018-09-30 $609k 5.3k 114.86
2018-06-30 $608k 5.3k 114.67
2018-03-31 $620k 5.3k 117.34
2017-12-31 $627k 5.2k 121.63
2017-09-30 $588k 4.8k 121.26
2017-06-30 $556k 4.6k 120.42
2017-03-31 $505k 4.3k 117.80
2016-12-31 $549k 4.7k 117.13
2016-09-30 $289k 2.3k 123.40
2016-06-30 $263k 2.1k 122.78
2016-03-31 $255k 2.1k 119.05
2015-12-31 $200k 1.8k 114.16
2015-09-30 $325k 2.8k 115.99
2015-06-30 $324k 2.8k 115.63
2015-03-31 $325k 2.7k 121.86
2014-12-31 $269k 2.3k 119.29

More positions owned by Neumann Capital Management

Ishares Tr Core Msci Eafe (IEFA)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Core Msci Emkt (IEMG)
Oracle Corporation (ORCL)
Spdr Ser Tr S&p Divid Etf (SDY)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Wisdomtree Tr Intl Smcap Div (DLS)

View all positions for Neumann Capital Management

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