iShares IBoxx $ Invest Grade Corp Bd shares owned by BerganKDV Wealth Management
Quarter-by-quarter ownership of iShares IBoxx $ Invest Grade Corp Bd (LQD) shares owned by BerganKDV Wealth Management
from 13F filings
Historical chart of BerganKDV Wealth Management investment in iShares IBoxx $ Invest Grade Corp Bd
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Quarterly reported holdings in iShares IBoxx $ Invest Grade Corp Bd by BerganKDV Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $307k | 2.8k | 108.14 |
| 2023-03-31 | $353k | 3.2k | 109.61 |
| 2022-12-31 | $299k | 2.8k | 105.43 |
| 2022-09-30 | $295k | 2.9k | 102.61 |
| 2022-06-30 | $316k | 2.9k | 109.91 |
| 2022-03-31 | $6.0k | 47 | 127.66 |
| 2021-12-31 | $383k | 2.9k | 132.66 |
| 2021-09-30 | $384k | 2.9k | 133.01 |
| 2021-06-30 | $388k | 2.9k | 134.40 |
| 2021-03-31 | $375k | 2.9k | 129.89 |
| 2020-12-31 | $399k | 2.9k | 138.21 |
| 2020-09-30 | $382k | 2.8k | 134.65 |
| 2020-06-30 | $461k | 3.4k | 134.56 |
| 2020-03-31 | $1.3M | 11k | 123.50 |
| 2019-12-31 | $1.3M | 10k | 127.96 |
| 2019-09-30 | $944k | 7.4k | 127.53 |
| 2019-06-30 | $1.1M | 8.9k | 124.37 |
| 2019-03-31 | $1.0M | 8.7k | 119.03 |
| 2018-12-31 | $991k | 8.8k | 112.77 |
| 2018-09-30 | $1.1M | 9.2k | 114.96 |
| 2018-06-30 | $924k | 8.1k | 114.55 |
| 2018-03-31 | $946k | 8.1k | 117.34 |
| 2017-12-31 | $938k | 7.7k | 121.58 |
| 2017-09-30 | $369k | 3.0k | 121.38 |
More positions owned by BerganKDV Wealth Management
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