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
Download as csvQuarterly 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 |
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