Ishares Morningstar shares owned by Coconut Grove Bank
Quarter-by-quarter ownership of Ishares Morningstar (IYLD) shares owned by Coconut Grove Bank
from 13F filings
Historical chart of Coconut Grove Bank investment in Ishares Morningstar
Tip: Access up to 7 years of quarterly data
All positions including Ishares Morningstar held by Coconut Grove Bank consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares Morningstar by Coconut Grove Bank
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $84k | 3.9k | 21.28 |
| 2025-06-30 | $82k | 3.9k | 20.76 |
| 2025-03-31 | $79k | 3.9k | 20.08 |
| 2024-12-31 | $77k | 3.9k | 19.48 |
| 2024-09-30 | $81k | 3.9k | 20.66 |
| 2024-06-30 | $78k | 3.9k | 19.84 |
| 2024-03-31 | $79k | 3.9k | 19.93 |
| 2023-12-31 | $79k | 3.9k | 20.12 |
| 2023-09-30 | $75k | 3.9k | 19.04 |
| 2023-06-30 | $77k | 3.9k | 19.52 |
| 2023-03-31 | $76k | 3.9k | 19.25 |
| 2022-12-31 | $75k | 3.9k | 19.03 |