Ishares Tr conv bd etf shares owned by LPWM
Historical chart of LPWM investment in Ishares Tr conv bd etf
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr conv bd etf held by LPWM consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr conv bd etf by LPWM
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $674k | 6.7k | 100.05 |
| 2025-06-30 | $617k | 6.9k | 90.10 |
| 2025-03-31 | $619k | 7.4k | 83.61 |
| 2024-12-31 | $684k | 8.1k | 84.97 |
| 2024-09-30 | $3.0M | 36k | 83.09 |
| 2024-06-30 | $2.8M | 35k | 78.93 |
| 2024-03-31 | $2.8M | 36k | 78.51 |
| 2023-12-31 | $2.7M | 36k | 76.72 |
| 2023-09-30 | $2.7M | 36k | 73.90 |
| 2023-06-30 | $2.7M | 36k | 76.69 |
| 2023-03-31 | $2.5M | 35k | 72.62 |
| 2022-12-31 | $2.4M | 34k | 70.86 |
| 2022-09-30 | $2.9M | 42k | 68.90 |
| 2022-06-30 | $2.9M | 40k | 70.88 |
| 2022-03-31 | $3.0M | 37k | 81.83 |