iShares IBoxx $ Invest Grade Corp Bd shares owned by Evolution Wealth Advisors
Quarter-by-quarter ownership of iShares IBoxx $ Invest Grade Corp Bd (LQD) shares owned by Evolution Wealth Advisors
from 13F filings
Historical chart of Evolution 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 Evolution Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.5M | 39k | 112.99 |
| 2024-06-30 | $4.3M | 40k | 107.14 |
| 2024-03-31 | $4.3M | 39k | 108.92 |
| 2023-12-31 | $4.4M | 39k | 110.66 |
| 2023-09-30 | $4.8M | 47k | 102.02 |
| 2023-06-30 | $4.9M | 45k | 108.14 |
| 2023-03-31 | $4.8M | 44k | 109.61 |
| 2022-12-31 | $4.6M | 44k | 105.43 |
| 2022-09-30 | $1.9M | 19k | 102.46 |
| 2022-06-30 | $592k | 5.4k | 109.83 |
| 2022-03-31 | $632k | 5.2k | 120.96 |
| 2021-12-31 | $589k | 4.4k | 132.51 |
| 2021-09-30 | $574k | 4.3k | 133.02 |
| 2021-06-30 | $550k | 4.1k | 134.47 |
| 2021-03-31 | $530k | 4.1k | 130.06 |
| 2020-12-31 | $289k | 2.1k | 138.28 |
| 2020-09-30 | $421k | 3.1k | 134.81 |
| 2020-06-30 | $170k | 1.3k | 134.28 |
| 2020-03-31 | $94k | 758 | 124.01 |
| 2019-12-31 | $120k | 938 | 127.93 |
| 2018-12-31 | $8.5M | 75k | 112.82 |
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