iShares IBoxx $ Invest Grade Corp Bd shares owned by Evercore Wealth Management
Quarter-by-quarter ownership of iShares IBoxx $ Invest Grade Corp Bd (LQD) shares owned by Evercore Wealth Management
from 13F filings
Historical chart of Evercore Wealth Management investment in iShares IBoxx $ Invest Grade Corp Bd
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Quarterly reported holdings in iShares IBoxx $ Invest Grade Corp Bd by Evercore Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $284k | 2.5k | 112.98 |
| 2024-06-30 | $457k | 4.3k | 107.12 |
| 2024-03-31 | $457k | 4.2k | 108.92 |
| 2023-09-30 | $571k | 5.6k | 102.02 |
| 2023-06-30 | $605k | 5.6k | 108.14 |
| 2023-03-31 | $614k | 5.6k | 109.61 |
| 2022-12-31 | $590k | 5.6k | 105.43 |
| 2022-09-30 | $568k | 5.5k | 102.30 |
| 2022-06-30 | $683k | 6.2k | 110.11 |
| 2022-03-31 | $792k | 6.5k | 120.89 |
| 2021-12-31 | $894k | 6.7k | 132.58 |
| 2021-09-30 | $797k | 6.0k | 132.91 |
| 2021-06-30 | $914k | 6.8k | 134.51 |
| 2021-03-31 | $886k | 6.8k | 130.11 |
| 2020-12-31 | $970k | 7.0k | 138.04 |
| 2020-09-30 | $930k | 6.9k | 134.83 |
| 2020-06-30 | $921k | 6.8k | 134.44 |
| 2020-03-31 | $828k | 6.7k | 123.60 |
| 2019-12-31 | $824k | 6.4k | 128.09 |
| 2019-09-30 | $1.0M | 8.2k | 127.39 |
| 2019-06-30 | $1.1M | 8.5k | 124.42 |
| 2019-03-31 | $1.1M | 8.9k | 118.99 |
| 2018-12-31 | $845k | 7.5k | 112.72 |
| 2018-09-30 | $862k | 7.5k | 115.01 |
| 2018-06-30 | $681k | 5.9k | 114.70 |
| 2018-03-31 | $657k | 5.6k | 117.35 |
| 2017-12-31 | $679k | 5.6k | 121.43 |
| 2017-09-30 | $685k | 5.6k | 121.26 |
| 2017-06-30 | $681k | 5.6k | 120.60 |
| 2017-03-31 | $602k | 5.1k | 118.07 |
| 2016-12-31 | $616k | 5.3k | 117.28 |
| 2016-09-30 | $647k | 5.3k | 123.10 |
| 2016-06-30 | $644k | 5.3k | 122.59 |
| 2016-03-31 | $645k | 5.4k | 118.64 |
| 2015-12-31 | $617k | 5.4k | 113.95 |
| 2015-09-30 | $757k | 6.5k | 115.95 |
| 2015-06-30 | $1.2M | 11k | 115.79 |
| 2015-03-31 | $812k | 6.7k | 121.93 |
| 2014-09-30 | $556k | 4.7k | 117.76 |
| 2014-06-30 | $389k | 3.3k | 118.69 |
| 2014-03-31 | $332k | 2.8k | 117.00 |
| 2013-12-31 | $323k | 2.8k | 114.00 |
| 2013-09-30 | $323k | 2.8k | 114.00 |
| 2013-06-30 | $383k | 3.4k | 113.98 |
| 2013-03-31 | $625k | 5.2k | 119.85 |
| 2012-09-30 | $1.2M | 9.6k | 121.79 |
| 2012-03-31 | $624k | 5.4k | 115.56 |
| 2011-12-31 | $628k | 5.5k | 113.77 |
| 2011-09-30 | $620k | 5.5k | 112.32 |
| 2011-06-30 | $658k | 6.0k | 110.20 |
| 2011-03-31 | $620k | 5.7k | 108.11 |
| 2010-12-31 | $950k | 8.8k | 108.42 |
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