iShares IBoxx $ Invest Grade Corp Bd shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of iShares IBoxx $ Invest Grade Corp Bd (LQD) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood 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 Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.8M | 79k | 111.47 |
| 2025-06-30 | $8.5M | 77k | 109.61 |
| 2025-03-31 | $8.3M | 77k | 108.69 |
| 2024-12-31 | $7.6M | 71k | 106.84 |
| 2024-09-30 | $8.0M | 71k | 112.98 |
| 2024-06-30 | $7.5M | 70k | 107.12 |
| 2024-03-31 | $7.5M | 69k | 108.92 |
| 2023-12-31 | $7.2M | 65k | 110.66 |
| 2023-09-30 | $6.6M | 65k | 102.02 |
| 2023-06-30 | $6.9M | 64k | 108.14 |
| 2023-03-31 | $6.9M | 63k | 109.61 |
| 2022-12-31 | $6.4M | 61k | 105.43 |
Top funds holding iShares IBoxx $ Invest Grade Corp Bd
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