iShares IBoxx $ Invest Grade Corp Bd shares owned by Arete Wealth Advisors
Quarter-by-quarter ownership of iShares IBoxx $ Invest Grade Corp Bd (LQD) shares owned by Arete Wealth Advisors
from 13F filings
Historical chart of Arete Wealth Advisors investment in iShares IBoxx $ Invest Grade Corp Bd
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All positions including iShares IBoxx $ Invest Grade Corp Bd held by Arete Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares IBoxx $ Invest Grade Corp Bd by Arete Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $888k | 8.0k | 111.19 |
| 2025-06-30 | $763k | 7.0k | 109.56 |
| 2025-03-31 | $1.4M | 13k | 108.66 |
| 2024-12-31 | $733k | 6.9k | 106.87 |
| 2024-09-30 | $1.1M | 9.9k | 112.92 |
| 2023-12-31 | $1.2M | 11k | 110.66 |
| 2023-09-30 | $775k | 7.6k | 102.02 |
| 2023-06-30 | $958k | 8.9k | 108.15 |
| 2023-03-31 | $1.0B | 9.2k | 109605.27 |
| 2022-12-31 | $1.1B | 10k | 105430.91 |
| 2022-09-30 | $1.5M | 15k | 102.45 |
| 2022-06-30 | $7.2M | 65k | 110.66 |
| 2022-03-31 | $3.3M | 28k | 120.96 |
| 2021-12-31 | $3.4M | 26k | 131.02 |
| 2021-09-30 | $3.0M | 23k | 133.38 |
| 2021-06-30 | $2.6M | 20k | 128.79 |
| 2021-03-31 | $2.7M | 20k | 130.26 |
| 2020-12-31 | $1.8M | 13k | 137.56 |
| 2020-09-30 | $1.5M | 11k | 134.49 |
| 2020-06-30 | $1.4M | 10k | 134.41 |
| 2020-03-31 | $1.2M | 9.9k | 122.05 |
| 2019-12-31 | $993k | 7.7k | 128.16 |
| 2019-09-30 | $1.3M | 10k | 127.43 |
| 2019-06-30 | $1.1M | 8.5k | 124.42 |
| 2019-03-31 | $922k | 7.8k | 118.42 |
| 2018-12-31 | $814k | 7.2k | 112.84 |
| 2018-09-30 | $817k | 7.1k | 114.91 |
| 2018-06-30 | $754k | 6.6k | 114.61 |
| 2018-03-31 | $471k | 4.0k | 117.34 |
| 2017-12-31 | $477k | 3.9k | 121.59 |
| 2017-09-30 | $202k | 1.7k | 121.03 |
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