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iShares IBoxx $ Invest Grade Corp Bd shares owned by One Charles Private Wealth Services

Quarter-by-quarter ownership of iShares IBoxx $ Invest Grade Corp Bd (LQD) shares owned by One Charles Private Wealth Services from 13F filings

Historical chart of One Charles Private Wealth Services 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 One Charles Private Wealth Services 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 One Charles Private Wealth Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $228k 2.1k 110.67
2023-09-30 $224k 2.2k 102.02
2022-06-30 $201k 1.8k 111.73
2021-06-30 $1.4M 10k 134.36
2021-03-31 $329k 2.5k 130.09