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iShares IBoxx $ Invest Grade Corp Bd shares owned by United Capital Financial Advisers

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

Historical chart of United Capital Financial Advisers investment in iShares IBoxx $ Invest Grade Corp Bd

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All positions including iShares IBoxx $ Invest Grade Corp Bd held by United Capital Financial Advisers 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 United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2024-03-31 $16M 150k 108.92
2023-12-31 $40M 359k 110.66
2023-09-30 $4.4M 44k 102.02
2023-06-30 $5.1M 47k 108.14
2023-03-31 $5.7M 52k 109.61
2022-12-31 $6.2M 59k 105.43
2022-09-30 $7.9M 77k 102.46
2022-06-30 $12M 105k 110.03
2022-03-31 $16M 132k 120.94
2021-12-31 $24M 181k 132.52
2021-09-30 $27M 206k 133.03
2021-06-30 $32M 237k 134.36
2021-03-31 $29M 219k 130.05
2020-12-31 $36M 262k 138.13
2020-09-30 $44M 327k 134.71
2020-06-30 $65M 484k 134.50
2020-03-31 $59M 474k 123.51
2019-12-31 $63M 488k 127.96
2019-09-30 $69M 543k 127.48
2019-06-30 $72M 580k 124.37
2019-03-31 $68M 570k 119.06
2018-12-31 $68M 605k 112.82
2018-09-30 $63M 547k 114.93
2018-06-30 $42M 366k 114.57
2018-03-31 $45M 383k 117.39
2017-12-31 $42M 346k 121.40
2017-09-30 $31M 258k 121.23
2017-06-30 $49M 408k 120.51
2017-03-31 $12M 106k 117.91
2016-12-31 $12M 105k 117.18
2016-09-30 $7.2M 58k 123.17
2016-06-30 $3.7M 30k 122.98
2016-03-31 $3.8M 32k 118.82
2015-12-31 $3.7M 33k 114.00
2015-09-30 $4.4M 38k 116.09
2015-06-30 $10M 90k 115.72
2015-03-31 $9.8M 82k 119.93
2014-12-31 $9.0M 75k 119.41
2014-09-30 $3.9M 33k 118.23
2014-06-30 $2.6M 22k 119.28
2014-03-31 $2.3M 20k 116.92
2013-12-31 $309k 2.7k 114.15
2013-09-30 $3.0M 27k 113.54
2013-06-30 $18M 158k 113.65
2013-03-31 $20M 170k 119.90
2012-12-31 $7.6M 63k 120.99
2012-09-30 $7.3M 60k 121.78
2012-06-30 $2.7M 23k 117.57

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Apple Common Stock (AAPL)
Microsoft Corporation Common Stock (MSFT)
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares Currency Hedged Msci Eafe Etf Exchange Traded Fund (HEFA)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)
Nvidia Corporation Common Stock (NVDA)
Ishares Mbs Etf Exchange Traded Fund (MBB)
Ishares Core S&p Small Cap Etf Exchange Traded Fund (IJR)

View all positions for United Capital Financial Advisers

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