iShares IBoxx $ Invest Grade Corp Bd shares owned by Ballast Advisors
Quarter-by-quarter ownership of iShares IBoxx $ Invest Grade Corp Bd (LQD) shares owned by Ballast Advisors
from 13F filings
Historical chart of Ballast Advisors investment in iShares IBoxx $ Invest Grade Corp Bd
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Quarterly reported holdings in iShares IBoxx $ Invest Grade Corp Bd by Ballast Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $27k | 240 | 111.47 |
| 2025-06-30 | $40k | 365 | 109.61 |
| 2025-03-31 | $40k | 365 | 108.69 |
| 2024-12-31 | $14k | 134 | 106.84 |
| 2024-09-30 | $15k | 134 | 112.98 |
| 2024-06-30 | $14k | 134 | 107.12 |
| 2024-03-31 | $15k | 134 | 108.92 |
| 2023-12-31 | $15k | 134 | 110.66 |
| 2023-09-30 | $18k | 174 | 102.02 |
| 2023-06-30 | $68k | 626 | 108.14 |
| 2023-03-31 | $69k | 626 | 109.61 |
| 2022-12-31 | $66k | 626 | 105.43 |
| 2022-09-30 | $64k | 626 | 102.24 |
| 2022-06-30 | $69k | 626 | 110.22 |
| 2022-03-31 | $86k | 711 | 120.96 |
| 2021-12-31 | $125k | 947 | 132.00 |
| 2021-09-30 | $126k | 947 | 133.05 |
| 2021-06-30 | $127k | 947 | 134.11 |
| 2021-03-31 | $123k | 947 | 129.88 |
| 2020-12-31 | $175k | 1.3k | 138.23 |
| 2020-09-30 | $171k | 1.3k | 135.07 |
| 2020-06-30 | $170k | 1.3k | 134.28 |
| 2020-03-31 | $156k | 1.3k | 123.22 |
| 2019-12-31 | $158k | 1.2k | 127.73 |
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