iShares IBoxx $ Invest Grade Corp Bd shares owned by Acorn Wealth Advisors
Quarter-by-quarter ownership of iShares IBoxx $ Invest Grade Corp Bd (LQD) shares owned by Acorn Wealth Advisors
from 13F filings
Historical chart of Acorn Wealth Advisors investment in iShares IBoxx $ Invest Grade Corp Bd
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Quarterly reported holdings in iShares IBoxx $ Invest Grade Corp Bd by Acorn Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $217k | 1.9k | 111.47 |
| 2025-06-30 | $206k | 1.9k | 109.61 |
| 2025-03-31 | $665k | 6.1k | 108.69 |
| 2024-12-31 | $311k | 2.9k | 106.86 |
| 2024-09-30 | $327k | 2.9k | 112.96 |
| 2024-06-30 | $266k | 2.5k | 107.14 |
| 2024-03-31 | $276k | 2.5k | 108.92 |
| 2023-12-31 | $280k | 2.5k | 110.67 |
| 2023-09-30 | $257k | 2.5k | 102.02 |
| 2023-06-30 | $234k | 2.2k | 108.16 |
| 2022-03-31 | $224k | 1.8k | 121.15 |
| 2021-12-31 | $246k | 1.9k | 132.61 |
| 2021-09-30 | $252k | 1.9k | 133.05 |
| 2021-06-30 | $256k | 1.9k | 134.31 |
| 2021-03-31 | $262k | 2.0k | 130.22 |
| 2020-12-31 | $277k | 2.0k | 137.95 |
| 2018-06-30 | $83k | 729 | 113.85 |
| 2018-03-31 | $109k | 946 | 115.22 |
| 2017-12-31 | $98k | 809 | 121.14 |
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