iShares IBoxx $ Invest Grade Corp Bd shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of iShares IBoxx $ Invest Grade Corp Bd (LQD) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in iShares IBoxx $ Invest Grade Corp Bd
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Quarterly reported holdings in iShares IBoxx $ Invest Grade Corp Bd by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $32M | 289k | 108.99 |
| 2025-12-31 | $7.2M | 66k | 110.19 |
| 2025-09-30 | $6.8M | 61k | 111.47 |
| 2025-06-30 | $6.6M | 60k | 109.61 |
| 2025-03-31 | $9.4M | 87k | 108.69 |
| 2024-12-31 | $9.7M | 91k | 106.84 |
| 2024-09-30 | $8.3M | 74k | 112.98 |
| 2024-06-30 | $7.7M | 72k | 107.12 |
| 2024-03-31 | $8.1M | 75k | 108.92 |
| 2023-12-31 | $10M | 92k | 110.66 |
| 2023-09-30 | $51M | 497k | 102.02 |
| 2023-06-30 | $9.8M | 91k | 108.14 |
| 2023-03-31 | $10M | 92k | 109.61 |
| 2022-12-31 | $11M | 101k | 105.43 |
| 2022-09-30 | $11M | 107k | 102.45 |
| 2022-06-30 | $7.9M | 72k | 110.03 |
| 2022-03-31 | $7.6M | 63k | 120.95 |
| 2021-12-31 | $10M | 76k | 132.52 |
| 2021-09-30 | $8.2M | 61k | 133.02 |
| 2021-06-30 | $4.3M | 32k | 134.36 |
| 2021-03-31 | $8.6M | 66k | 130.05 |
| 2020-12-31 | $9.4M | 68k | 138.14 |
| 2020-09-30 | $5.1M | 38k | 135.09 |
| 2020-06-30 | $5.8M | 43k | 135.03 |
| 2020-03-31 | $3.6M | 30k | 121.72 |
| 2019-12-31 | $5.0M | 39k | 128.24 |
| 2019-09-30 | $7.7M | 60k | 127.49 |
| 2019-06-30 | $5.6M | 45k | 124.38 |
| 2019-03-31 | $5.4M | 46k | 119.07 |
| 2018-12-31 | $1.9M | 17k | 112.84 |
| 2018-09-30 | $2.0M | 17k | 114.91 |
| 2018-06-30 | $1.9M | 17k | 114.57 |
| 2018-03-31 | $66k | 564 | 117.02 |
| 2017-12-31 | $99k | 816 | 121.32 |
| 2017-09-30 | $156k | 1.3k | 120.93 |
| 2017-06-30 | $131k | 1.1k | 120.74 |
| 2016-12-31 | $128k | 1.1k | 116.89 |
| 2016-09-30 | $169k | 1.4k | 122.73 |
| 2016-03-31 | $376k | 3.2k | 118.91 |
| 2015-12-31 | $3.7M | 33k | 114.00 |
| 2015-09-30 | $252k | 2.2k | 115.86 |
| 2015-06-30 | $247k | 2.1k | 115.85 |
| 2015-03-31 | $225k | 1.8k | 121.69 |
| 2014-12-31 | $288k | 2.4k | 119.25 |
| 2014-09-30 | $232k | 2.0k | 118.31 |
| 2014-06-30 | $6.4M | 53k | 119.26 |
| 2014-03-31 | $4.6M | 39k | 116.89 |
| 2013-12-31 | $2.5M | 22k | 114.20 |
| 2013-09-30 | $846k | 7.5k | 113.54 |
| 2013-06-30 | $1.3M | 11k | 113.69 |
| 2013-03-31 | $2.3M | 19k | 119.91 |
| 2012-12-31 | $7.0M | 58k | 121.00 |
| 2012-09-30 | $6.1M | 50k | 122.52 |
| 2012-06-30 | $4.6M | 39k | 120.09 |
| 2012-03-31 | $1.4M | 12k | 115.59 |
| 2011-12-31 | $9.0M | 79k | 113.76 |
| 2011-09-30 | $128k | 1.1k | 112.28 |
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