iShares IBoxx $ Invest Grade Corp Bd shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of iShares IBoxx $ Invest Grade Corp Bd (LQD) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in iShares IBoxx $ Invest Grade Corp Bd
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All positions including iShares IBoxx $ Invest Grade Corp Bd held by Concord Wealth Partners 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 Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $237k | 2.1k | 112.95 |
| 2024-06-30 | $247k | 2.3k | 107.10 |
| 2024-03-31 | $249k | 2.3k | 108.93 |
| 2023-12-31 | $251k | 2.3k | 110.66 |
| 2023-09-30 | $250k | 2.5k | 102.03 |
| 2023-06-30 | $270k | 2.5k | 108.16 |
| 2023-03-31 | $276k | 2.5k | 109.62 |
| 2022-12-31 | $279k | 2.6k | 105.45 |
| 2022-09-30 | $375k | 3.7k | 102.43 |
| 2022-06-30 | $399k | 3.6k | 110.04 |
| 2022-03-31 | $451k | 3.7k | 120.98 |
| 2021-12-31 | $578k | 4.4k | 132.42 |
| 2021-09-30 | $94k | 704 | 133.52 |
| 2021-06-30 | $219k | 1.6k | 134.60 |
| 2021-03-31 | $486k | 3.7k | 129.95 |
| 2020-12-31 | $2.3M | 17k | 138.13 |
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