iShares IBoxx $ Invest Grade Corp Bd shares owned by Lantern Wealth Advisors
Quarter-by-quarter ownership of iShares IBoxx $ Invest Grade Corp Bd (LQD) shares owned by Lantern Wealth Advisors
from 13F filings
Historical chart of Lantern Wealth Advisors 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 Lantern Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares IBoxx $ Invest Grade Corp Bd by Lantern Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.5M | 40k | 111.47 |
| 2025-06-30 | $4.1M | 38k | 109.61 |
| 2024-12-31 | $3.6M | 33k | 106.84 |
| 2024-09-30 | $3.5M | 31k | 112.98 |
| 2024-06-30 | $3.3M | 31k | 107.12 |
| 2024-03-31 | $3.3M | 30k | 108.92 |
| 2023-12-31 | $3.4M | 30k | 110.66 |
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