iShares IBoxx $ Invest Grade Corp Bd shares owned by New Capital Management
Quarter-by-quarter ownership of iShares IBoxx $ Invest Grade Corp Bd (LQD) shares owned by New Capital Management
from 13F filings
Historical chart of New Capital Management investment in iShares IBoxx $ Invest Grade Corp Bd
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All positions including iShares IBoxx $ Invest Grade Corp Bd held by New Capital 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 New Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $2.8M | 26k | 108.99 |
| 2021-03-31 | $50k | 366 | 137.65 |
| 2020-12-31 | $34k | 247 | 137.65 |
| 2020-09-30 | $117k | 867 | 134.95 |
| 2020-06-30 | $142k | 1.1k | 134.34 |
| 2020-03-31 | $130k | 1.1k | 123.69 |
| 2019-12-31 | $194k | 1.5k | 128.22 |
| 2019-09-30 | $229k | 1.8k | 127.36 |
| 2019-06-30 | $222k | 1.8k | 124.51 |
| 2019-03-31 | $210k | 1.8k | 118.85 |
| 2018-12-31 | $198k | 1.8k | 112.69 |
| 2018-09-30 | $200k | 1.7k | 115.21 |
| 2018-06-30 | $197k | 1.7k | 114.47 |
| 2018-03-31 | $248k | 2.1k | 117.26 |
| 2017-12-31 | $256k | 2.1k | 121.73 |
| 2017-09-30 | $252k | 2.1k | 121.04 |
| 2017-06-30 | $242k | 2.0k | 118.11 |
| 2017-03-31 | $242k | 2.0k | 118.11 |
| 2016-12-31 | $239k | 2.0k | 117.27 |
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