iShares IBoxx $ Invest Grade Corp Bd shares owned by Caldwell Trust
Quarter-by-quarter ownership of iShares IBoxx $ Invest Grade Corp Bd (LQD) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in iShares IBoxx $ Invest Grade Corp Bd
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Quarterly reported holdings in iShares IBoxx $ Invest Grade Corp Bd by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $401k | 3.6k | 111.47 |
| 2021-12-31 | $367k | 2.8k | 132.52 |
| 2021-09-30 | $367k | 2.8k | 133.03 |
| 2021-06-30 | $370k | 2.8k | 134.36 |
| 2021-03-31 | $418k | 3.2k | 130.05 |
| 2020-12-31 | $444k | 3.2k | 138.13 |
| 2020-09-30 | $458k | 3.4k | 134.71 |
| 2020-06-30 | $457k | 3.4k | 134.50 |
| 2020-03-31 | $420k | 3.4k | 123.51 |
| 2019-12-31 | $435k | 3.4k | 127.96 |
Top funds holding iShares IBoxx $ Invest Grade Corp Bd
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