iShares IBoxx $ Invest Grade Corp Bd shares owned by ERTS Wealth Advisors
Quarter-by-quarter ownership of iShares IBoxx $ Invest Grade Corp Bd (LQD) shares owned by ERTS Wealth Advisors
from 13F filings
Historical chart of ERTS Wealth Advisors investment in iShares IBoxx $ Invest Grade Corp Bd
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Quarterly reported holdings in iShares IBoxx $ Invest Grade Corp Bd by ERTS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 29k | 111.47 |
| 2025-06-30 | $3.2M | 29k | 109.61 |
| 2025-03-31 | $4.1M | 38k | 108.69 |
| 2024-12-31 | $4.1M | 38k | 106.84 |
| 2024-09-30 | $4.4M | 39k | 112.98 |
| 2024-06-30 | $4.4M | 41k | 107.12 |
| 2024-03-31 | $4.2M | 39k | 108.92 |
| 2023-12-31 | $4.3M | 39k | 110.66 |
| 2023-09-30 | $4.1M | 41k | 102.02 |
| 2023-06-30 | $4.2M | 39k | 108.14 |
| 2023-03-31 | $4.3M | 39k | 109.61 |
| 2022-12-31 | $3.5M | 34k | 105.43 |
| 2022-09-30 | $2.3M | 23k | 102.43 |
| 2022-06-30 | $2.1M | 19k | 110.04 |
| 2022-03-31 | $2.2M | 18k | 120.95 |
| 2021-12-31 | $2.3M | 17k | 132.47 |
| 2021-09-30 | $2.3M | 17k | 133.08 |
| 2021-06-30 | $3.5M | 26k | 134.36 |
| 2021-03-31 | $3.2M | 25k | 130.06 |
| 2020-12-31 | $4.0M | 29k | 138.13 |
| 2020-09-30 | $4.0M | 30k | 134.71 |
| 2020-06-30 | $3.5M | 26k | 134.50 |
| 2020-03-31 | $3.2M | 26k | 123.52 |
| 2019-12-31 | $8.4M | 74k | 112.82 |
| 2019-09-30 | $16M | 127k | 127.48 |
| 2019-06-30 | $15M | 120k | 124.37 |
| 2019-03-31 | $13M | 108k | 119.06 |
| 2018-12-31 | $8.4M | 74k | 112.82 |
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