iShares IBoxx $ Invest Grade Corp Bd shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of iShares IBoxx $ Invest Grade Corp Bd (LQD) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR 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 HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $586k | 5.2k | 112.98 |
| 2024-06-30 | $535k | 5.0k | 107.12 |
| 2024-03-31 | $538k | 4.9k | 108.92 |
| 2023-12-31 | $539k | 4.9k | 110.66 |
| 2023-09-30 | $399k | 3.9k | 102.02 |
| 2023-06-30 | $601k | 5.6k | 108.14 |
| 2023-03-31 | $625k | 5.7k | 109.61 |
| 2022-12-31 | $628k | 6.0k | 105.43 |
| 2022-09-30 | $910k | 8.9k | 102.43 |
| 2022-06-30 | $937k | 8.5k | 109.98 |
| 2022-03-31 | $999k | 8.3k | 120.92 |
| 2021-12-31 | $1.5M | 11k | 132.55 |
| 2021-09-30 | $1.7M | 13k | 133.00 |
| 2021-06-30 | $1.5M | 11k | 134.39 |
| 2021-03-31 | $1.4M | 11k | 130.03 |
| 2020-12-31 | $1.3M | 9.5k | 138.11 |
| 2020-09-30 | $996k | 7.4k | 134.74 |
| 2020-06-30 | $892k | 6.6k | 134.74 |
| 2020-03-31 | $799k | 6.5k | 123.47 |
| 2019-12-31 | $791k | 6.2k | 127.91 |
| 2019-09-30 | $671k | 5.3k | 127.54 |
| 2019-06-30 | $559k | 4.5k | 124.33 |
| 2019-03-31 | $519k | 7.6k | 68.54 |
| 2018-12-31 | $502k | 4.4k | 112.83 |
| 2018-09-30 | $492k | 4.4k | 112.74 |
| 2018-06-30 | $505k | 4.4k | 114.67 |
| 2018-03-31 | $624k | 5.3k | 117.45 |
| 2017-12-31 | $458k | 3.8k | 121.49 |
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