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iShares IBoxx $ Invest Grade Corp Bd shares owned by Roundview Capital

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

Historical chart of Roundview Capital 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 Roundview Capital 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 Roundview Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.4M 22k 108.92
2023-12-31 $2.4M 22k 110.66
2023-09-30 $3.2M 32k 102.02
2023-06-30 $3.3M 31k 108.14
2023-03-31 $3.4M 31k 109.61
2022-12-31 $2.7M 26k 105.43
2022-09-30 $1.4M 14k 102.48
2022-06-30 $4.7M 43k 110.03
2022-03-31 $6.7M 56k 120.95
2021-12-31 $3.3M 25k 132.53
2021-09-30 $3.4M 25k 133.03
2021-06-30 $3.2M 24k 134.36
2021-03-31 $3.0M 23k 130.06
2020-12-31 $5.7M 41k 138.14
2020-09-30 $5.0M 37k 134.71
2020-06-30 $4.5M 33k 134.49
2020-03-31 $633k 5.1k 123.46
2019-12-31 $600k 4.7k 127.99
2019-09-30 $520k 4.1k 127.45
2019-06-30 $556k 4.5k 124.38
2019-03-31 $371k 3.1k 118.91
2018-12-31 $347k 3.1k 112.66
2018-09-30 $247k 2.1k 115.15
2018-06-30 $246k 2.1k 114.69
2018-03-31 $252k 2.1k 117.48
2017-12-31 $2.1M 18k 121.55
2017-09-30 $2.1M 18k 121.22
2017-06-30 $2.1M 17k 120.51
2017-03-31 $2.0M 17k 117.91
2016-12-31 $1.1M 9.7k 117.19
2016-09-30 $247k 2.0k 123.38
2016-06-30 $2.6M 21k 122.72
2016-03-31 $2.6M 22k 118.81

More positions owned by Roundview Capital

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Bd Index Fds Intermed Term (BIV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
NVIDIA Corporation (NVDA)
Mastercard Incorporated Cl A (MA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Roundview Capital

Top funds holding iShares IBoxx $ Invest Grade Corp Bd

Bank of America Corporation
Fisher Investments
Goldman Sachs Group
Allianz Investment Management U.S
NYL Investors
UBS Group
Wealthfront Advisers
Citigroup
Barclays
Jane Street
Millennium Management
Assetmark
Citadel Advisors
Wells Fargo & Company
D. E. Shaw & Co

View all funds holding iShares IBoxx $ Invest Grade Corp Bd