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iShares IBoxx $ Invest Grade Corp Bd shares owned by Calton & Associates

Quarter-by-quarter ownership of iShares IBoxx $ Invest Grade Corp Bd (LQD) shares owned by Calton & Associates from 13F filings

Historical chart of Calton & Associates 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 Calton & Associates 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 Calton & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.3M 29k 111.47
2025-06-30 $3.2M 29k 109.61
2025-03-31 $742k 5.8k 127.08
2024-09-30 $47k 96k 0.49
2022-03-31 $307k 2.5k 120.91
2021-12-31 $2.2M 17k 132.46
2021-09-30 $3.1M 23k 133.02
2021-06-30 $440k 3.3k 134.15
2021-03-31 $477k 3.7k 129.97
2020-12-31 $2.6M 19k 138.13
2020-09-30 $994k 7.4k 134.74
2020-06-30 $1.2M 9.3k 134.53
2020-03-31 $1.0M 8.5k 123.48
2019-12-31 $1.3M 11k 127.97
2019-09-30 $1.3M 10k 127.44
2019-06-30 $501k 4.0k 124.41
2019-03-31 $488k 4.1k 119.05
2018-12-31 $748k 6.6k 112.87
2018-09-30 $477k 4.2k 114.91
2018-06-30 $618k 5.4k 115.00
2018-03-31 $738k 6.3k 117.40
2017-12-31 $1.3M 11k 120.11