iShares IBoxx $ Invest Grade Corp Bd shares owned by Liberty Wealth Management
Quarter-by-quarter ownership of iShares IBoxx $ Invest Grade Corp Bd (LQD) shares owned by Liberty Wealth Management
from 13F filings
Historical chart of Liberty Wealth Management investment in iShares IBoxx $ Invest Grade Corp Bd
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Quarterly reported holdings in iShares IBoxx $ Invest Grade Corp Bd by Liberty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $926k | 8.5k | 108.88 |
| 2023-12-31 | $3.1M | 28k | 110.64 |
| 2023-09-30 | $2.2M | 22k | 101.97 |
| 2023-06-30 | $261k | 2.4k | 108.15 |
| 2023-03-31 | $274k | 2.5k | 109.60 |
| 2022-09-30 | $721k | 7.0k | 102.39 |
| 2022-03-31 | $209k | 1.7k | 120.46 |
| 2021-12-31 | $234k | 1.8k | 132.35 |
| 2021-09-30 | $362k | 2.7k | 132.89 |
| 2021-06-30 | $459k | 3.4k | 134.45 |
| 2021-03-31 | $5.0M | 37k | 135.60 |
| 2020-12-31 | $5.0M | 37k | 135.60 |
| 2020-09-30 | $6.3M | 47k | 134.72 |
| 2020-06-30 | $5.3M | 40k | 134.50 |
| 2020-03-31 | $246k | 2.0k | 123.25 |
| 2019-12-31 | $501k | 3.9k | 127.90 |
| 2019-09-30 | $793k | 6.2k | 127.55 |
| 2019-06-30 | $1.0M | 8.3k | 124.38 |
| 2019-03-31 | $1.2M | 9.7k | 118.99 |
| 2018-12-31 | $1.1M | 9.5k | 112.80 |
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