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iShares IBoxx $ Invest Grade Corp Bd shares owned by Evergreen Capital Management

Quarter-by-quarter ownership of iShares IBoxx $ Invest Grade Corp Bd (LQD) shares owned by Evergreen Capital Management from 13F filings

Historical chart of Evergreen Capital Management 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 Evergreen Capital Management 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 Evergreen Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.7M 42k 112.98
2024-06-30 $4.6M 43k 107.12
2024-03-31 $4.8M 44k 108.92
2023-12-31 $5.0M 45k 110.66
2023-09-30 $4.7M 46k 102.02
2023-06-30 $5.4M 50k 108.14
2023-03-31 $5.6M 51k 109.61
2022-12-31 $5.3M 50k 105.43
2022-09-30 $308k 3.0k 102.33
2022-06-30 $276k 2.5k 110.05
2022-03-31 $586k 4.8k 121.02
2021-12-31 $801k 6.0k 132.57
2021-09-30 $827k 6.2k 133.00
2021-06-30 $736k 5.5k 134.40
2021-03-31 $730k 5.6k 130.10
2020-12-31 $597k 4.3k 138.07
2020-09-30 $436k 3.2k 134.73
2020-06-30 $29M 219k 134.50
2020-03-31 $30M 243k 123.51
2019-12-31 $207k 1.6k 128.01
2019-03-31 $240k 2.0k 118.99
2018-12-31 $958k 8.5k 112.88
2018-09-30 $17M 149k 114.93
2018-06-30 $18M 155k 114.57
2018-03-31 $18M 156k 117.39
2017-12-31 $24M 195k 121.56
2017-09-30 $23M 192k 121.23
2017-06-30 $22M 180k 120.00
2017-03-31 $15M 122k 121.43
2016-12-31 $18M 153k 117.18
2016-09-30 $18M 147k 123.18
2016-06-30 $17M 144k 121.43
2016-03-31 $17M 142k 121.43
2015-12-31 $16M 140k 114.01
2015-09-30 $17M 147k 116.09
2015-06-30 $17M 143k 115.72
2015-03-31 $18M 144k 121.55
2014-12-31 $16M 135k 118.22
2014-09-30 $16M 135k 121.43
2014-06-30 $16M 130k 121.43
2014-03-31 $15M 132k 114.29
2013-12-31 $15M 133k 114.29
2013-09-30 $21M 187k 113.52
2013-06-30 $22M 192k 113.65

More positions owned by Evergreen Capital Management

Microsoft Corporation (MSFT)
Apple (AAPL)
Paccar (PCAR)
Global X Fds Globx Supdv Us (DIV)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Alphabet Cap Stk Cl C Call Option (Principal) (GOOG)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Blackrock Etf Trust Ii Flexible Income (BINC)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Real Estate Etf (VNQ)
Vaneck Etf Trust Fallen Angel Hg (ANGL)

View all positions for Evergreen Capital Management

Top funds holding iShares IBoxx $ Invest Grade Corp Bd

Bank of America Corporation
Meiji Yasuda Life Insurance Company
Goldman Sachs Group
BlackRock
UBS Group
Japan Science & Technology Agency
Financial Engines Advisors L.L.C
Citadel Advisors
Allianz Investment Management U.S
Jane Street
Wealthfront Advisers
Ontario Teachers' Pension Plan Board
Ameriprise Financial
Wells Fargo & Company
Sona Asset Management

View all funds holding iShares IBoxx $ Invest Grade Corp Bd