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iShares IBoxx $ Invest Grade Corp Bd shares owned by Modern Wealth Management

Quarter-by-quarter ownership of iShares IBoxx $ Invest Grade Corp Bd (LQD) shares owned by Modern Wealth Management from 13F filings

Historical chart of Modern Wealth 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 Modern Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares IBoxx $ Invest Grade Corp Bd by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $25M 241k 105.33
2025-06-30 $22M 211k 103.50
2024-12-31 $656k 6.5k 100.83
2024-09-30 $403k 3.8k 106.67
2024-06-30 $430k 4.2k 101.17
2024-03-31 $658k 6.4k 102.83
2023-12-31 $429k 4.1k 105.38