iShares IBoxx $ Invest Grade Corp Bd shares owned by Kestra Private Wealth Services
Quarter-by-quarter ownership of iShares IBoxx $ Invest Grade Corp Bd (LQD) shares owned by Kestra Private Wealth Services
from 13F filings
Historical chart of Kestra Private Wealth Services investment in iShares IBoxx $ Invest Grade Corp Bd
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All positions including iShares IBoxx $ Invest Grade Corp Bd held by Kestra Private Wealth Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares IBoxx $ Invest Grade Corp Bd by Kestra Private Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.1M | 72k | 111.47 |
| 2025-06-30 | $7.8M | 71k | 109.61 |
| 2025-03-31 | $7.5M | 69k | 108.69 |
| 2024-12-31 | $7.3M | 68k | 106.84 |
| 2024-09-30 | $6.5M | 58k | 112.98 |
| 2024-06-30 | $8.6M | 80k | 107.12 |
| 2024-03-31 | $5.2M | 48k | 108.92 |
| 2023-12-31 | $5.3M | 48k | 110.66 |
| 2023-09-30 | $3.5M | 35k | 102.02 |
| 2023-06-30 | $3.3M | 30k | 108.14 |
| 2023-03-31 | $1.8M | 16k | 109.61 |
| 2022-12-31 | $890k | 8.4k | 105.43 |
| 2022-09-30 | $475k | 4.6k | 102.41 |
| 2022-06-30 | $659k | 6.0k | 110.02 |
| 2022-03-31 | $1.0M | 8.6k | 120.94 |
| 2021-12-31 | $1.3M | 9.9k | 132.52 |
| 2021-09-30 | $1.3M | 10k | 133.04 |
| 2021-06-30 | $1.4M | 10k | 134.36 |
| 2021-03-31 | $1.3M | 10k | 130.07 |
| 2020-12-31 | $1.4M | 10k | 138.10 |
| 2020-09-30 | $2.9M | 21k | 134.82 |
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