iShares IBoxx $ Invest Grade Corp Bd shares owned by Burns Wealth Management
Quarter-by-quarter ownership of iShares IBoxx $ Invest Grade Corp Bd (LQD) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns 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 Burns Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.6M | 50k | 111.47 |
| 2025-06-30 | $5.2M | 47k | 109.61 |
| 2025-03-31 | $7.0M | 64k | 108.69 |
| 2024-12-31 | $7.0M | 66k | 106.84 |
| 2024-09-30 | $7.0M | 62k | 112.98 |
| 2024-06-30 | $6.8M | 63k | 107.12 |
| 2024-03-31 | $7.1M | 65k | 108.92 |
| 2023-09-30 | $6.4M | 63k | 102.02 |
| 2023-06-30 | $8.1M | 75k | 108.14 |
| 2023-03-31 | $8.0M | 73k | 109.61 |
| 2022-12-31 | $8.0M | 76k | 105.43 |
| 2022-09-30 | $6.8M | 67k | 102.45 |
| 2022-06-30 | $7.8M | 71k | 110.02 |
| 2022-03-31 | $8.3M | 69k | 120.94 |
| 2021-12-31 | $7.9M | 60k | 132.52 |
| 2021-06-30 | $6.5M | 49k | 134.36 |
| 2021-03-31 | $6.3M | 49k | 130.05 |
| 2020-12-31 | $5.6M | 40k | 138.13 |
| 2020-09-30 | $12M | 88k | 134.71 |
| 2020-06-30 | $5.5M | 41k | 134.51 |
| 2013-03-31 | $88k | 718 | 122.56 |
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