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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

Tip: Access up to 7 years of quarterly data

All positions including iShares IBoxx $ Invest Grade Corp Bd held by Burns Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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
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