iShares IBoxx $ Invest Grade Corp Bd shares owned by Crestwood Advisors
Quarter-by-quarter ownership of iShares IBoxx $ Invest Grade Corp Bd (LQD) shares owned by Crestwood Advisors
from 13F filings
Historical chart of Crestwood Advisors investment in iShares IBoxx $ Invest Grade Corp Bd
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Quarterly reported holdings in iShares IBoxx $ Invest Grade Corp Bd by Crestwood Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $642k | 5.8k | 111.47 |
| 2025-06-30 | $632k | 5.8k | 109.61 |
| 2025-03-31 | $628k | 5.8k | 108.69 |
| 2024-12-31 | $737k | 6.9k | 106.84 |
| 2024-09-30 | $815k | 7.2k | 112.98 |
| 2024-06-30 | $713k | 6.7k | 107.12 |
| 2024-03-31 | $725k | 6.7k | 108.92 |
| 2023-12-31 | $873k | 7.9k | 110.66 |
| 2023-09-30 | $312k | 3.1k | 102.02 |
| 2023-06-30 | $477k | 4.4k | 108.14 |
| 2023-03-31 | $505k | 4.6k | 109.61 |
| 2022-12-31 | $444k | 4.2k | 105.43 |
| 2022-09-30 | $539k | 5.3k | 102.45 |
| 2022-06-30 | $335k | 3.1k | 109.66 |
| 2022-03-31 | $685k | 5.7k | 121.15 |
| 2021-12-31 | $749k | 5.7k | 132.47 |
| 2021-09-30 | $757k | 5.7k | 133.30 |
| 2021-06-30 | $762k | 5.7k | 134.18 |
| 2021-03-31 | $738k | 5.7k | 129.95 |
| 2020-12-31 | $886k | 6.4k | 138.11 |
| 2020-09-30 | $770k | 5.7k | 134.71 |
| 2020-06-30 | $778k | 5.8k | 134.00 |
| 2020-03-31 | $722k | 5.8k | 123.44 |
| 2019-12-31 | $1.2M | 9.7k | 127.99 |
| 2019-09-30 | $447k | 3.5k | 127.60 |
| 2019-06-30 | $557k | 4.5k | 124.39 |
| 2019-03-31 | $521k | 4.4k | 118.95 |
| 2018-12-31 | $494k | 4.4k | 112.79 |
| 2018-09-30 | $503k | 4.4k | 114.84 |
| 2018-06-30 | $481k | 4.2k | 115.49 |
| 2018-03-31 | $369k | 3.1k | 117.44 |
| 2017-12-31 | $373k | 3.1k | 121.70 |
| 2017-09-30 | $372k | 3.1k | 121.37 |
| 2017-06-30 | $351k | 2.9k | 121.03 |
| 2017-03-31 | $289k | 2.5k | 117.96 |
| 2013-12-31 | $4.9M | 43k | 114.19 |
| 2013-09-30 | $4.6M | 41k | 113.52 |
| 2013-06-30 | $4.9M | 43k | 113.65 |
| 2013-03-31 | $5.1M | 43k | 119.90 |
| 2012-12-31 | $5.1M | 42k | 121.00 |
| 2012-09-30 | $4.8M | 39k | 121.77 |
| 2012-06-30 | $4.5M | 38k | 117.59 |
| 2012-03-31 | $4.2M | 36k | 115.64 |
| 2011-12-31 | $3.7M | 32k | 113.77 |
| 2011-09-30 | $3.5M | 31k | 112.33 |
| 2011-06-30 | $3.4M | 31k | 110.12 |
| 2011-03-31 | $3.3M | 31k | 108.21 |
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