iShares IBoxx $ Invest Grade Corp Bd shares owned by GeoWealth Management
Quarter-by-quarter ownership of iShares IBoxx $ Invest Grade Corp Bd (LQD) shares owned by GeoWealth Management
from 13F filings
Historical chart of GeoWealth 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 GeoWealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares IBoxx $ Invest Grade Corp Bd by GeoWealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.1M | 10k | 110.20 |
| 2025-09-30 | $1.1M | 10k | 111.47 |
| 2025-06-30 | $939k | 8.6k | 109.62 |
| 2025-03-31 | $918k | 8.5k | 108.69 |
| 2024-12-31 | $1.0M | 9.6k | 106.83 |
| 2024-09-30 | $1.1M | 10k | 112.98 |
| 2024-06-30 | $442k | 4.1k | 107.09 |
| 2024-03-31 | $585k | 5.4k | 108.92 |
| 2023-09-30 | $248k | 2.5k | 101.07 |
| 2023-06-30 | $787k | 7.3k | 108.15 |
| 2023-03-31 | $213k | 2.0k | 108.99 |
| 2022-12-31 | $230k | 2.2k | 105.71 |
| 2022-09-30 | $195k | 1.9k | 102.41 |
| 2022-06-30 | $252k | 2.3k | 108.43 |
| 2022-03-31 | $403k | 3.3k | 120.86 |
| 2021-12-31 | $562k | 4.2k | 132.58 |
| 2021-09-30 | $7.1M | 53k | 133.01 |
| 2021-06-30 | $10M | 75k | 134.41 |
| 2021-03-31 | $11M | 82k | 130.09 |
| 2020-12-31 | $7.9M | 59k | 134.30 |
| 2020-09-30 | $8.2M | 62k | 132.34 |
| 2020-06-30 | $9.3M | 69k | 134.40 |
| 2019-12-31 | $263k | 2.1k | 127.73 |
| 2019-09-30 | $849k | 6.7k | 127.48 |
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