iShares IBoxx $ Invest Grade Corp Bd shares owned by Berger Financial Group
Quarter-by-quarter ownership of iShares IBoxx $ Invest Grade Corp Bd (LQD) shares owned by Berger Financial Group
from 13F filings
Historical chart of Berger Financial Group investment in iShares IBoxx $ Invest Grade Corp Bd
Tip: Access up to 7 years of quarterly data
All positions including iShares IBoxx $ Invest Grade Corp Bd held by Berger Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares IBoxx $ Invest Grade Corp Bd by Berger Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $556k | 5.0k | 111.48 |
| 2025-06-30 | $460k | 4.2k | 109.62 |
| 2025-03-31 | $458k | 4.2k | 108.69 |
| 2024-12-31 | $472k | 4.4k | 106.83 |
| 2024-09-30 | $675k | 6.0k | 112.98 |
| 2024-03-31 | $753k | 6.9k | 108.92 |
| 2023-12-31 | $994k | 9.0k | 110.66 |
| 2023-09-30 | $775k | 7.6k | 102.02 |
| 2023-06-30 | $238k | 2.2k | 108.16 |
| 2023-03-31 | $263k | 2.4k | 109.62 |
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