iShares IBoxx $ Invest Grade Corp Bd shares owned by Optimum Investment Advisors
Quarter-by-quarter ownership of iShares IBoxx $ Invest Grade Corp Bd (LQD) shares owned by Optimum Investment Advisors
from 13F filings
Historical chart of Optimum Investment Advisors investment in iShares IBoxx $ Invest Grade Corp Bd
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Quarterly reported holdings in iShares IBoxx $ Invest Grade Corp Bd by Optimum Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $402k | 3.6k | 111.47 |
| 2025-06-30 | $377k | 3.4k | 109.62 |
| 2025-03-31 | $415k | 3.8k | 108.70 |
| 2024-12-31 | $407k | 3.8k | 106.83 |
| 2024-09-30 | $445k | 3.9k | 112.98 |
| 2024-06-30 | $419k | 3.9k | 107.11 |
| 2024-03-31 | $423k | 3.9k | 108.92 |
| 2023-12-31 | $205k | 1.9k | 110.67 |
| 2023-09-30 | $186k | 1.8k | 102.04 |
| 2023-06-30 | $197k | 1.8k | 108.15 |
| 2023-03-31 | $183k | 1.7k | 109.62 |
| 2022-12-31 | $173k | 1.6k | 105.45 |
| 2022-09-30 | $212k | 2.1k | 102.22 |
| 2022-06-30 | $232k | 2.1k | 110.16 |
| 2022-03-31 | $256k | 2.1k | 120.81 |
| 2021-12-31 | $349k | 2.6k | 132.50 |
| 2021-09-30 | $352k | 2.6k | 132.98 |
| 2021-06-30 | $354k | 2.6k | 134.45 |
| 2021-03-31 | $337k | 2.6k | 130.22 |
| 2020-12-31 | $608k | 4.4k | 138.09 |
| 2020-09-30 | $611k | 4.5k | 134.64 |
| 2020-06-30 | $668k | 5.0k | 134.46 |
| 2020-03-31 | $700k | 5.7k | 123.48 |
| 2019-12-31 | $687k | 5.4k | 128.00 |
| 2019-09-30 | $651k | 5.1k | 127.55 |
| 2019-06-30 | $669k | 5.4k | 124.37 |
| 2019-03-31 | $520k | 4.4k | 118.97 |
| 2018-12-31 | $7.9M | 70k | 112.83 |
| 2018-09-30 | $8.0M | 70k | 114.93 |
| 2018-06-30 | $8.1M | 71k | 114.56 |
| 2018-03-31 | $8.4M | 71k | 117.38 |
| 2017-12-31 | $8.9M | 73k | 121.56 |
| 2017-09-30 | $8.9M | 73k | 121.23 |
| 2017-06-30 | $8.9M | 74k | 120.51 |
| 2017-03-31 | $8.9M | 75k | 117.91 |
| 2016-12-31 | $8.8M | 75k | 117.18 |
| 2016-09-30 | $9.4M | 76k | 123.18 |
| 2016-06-30 | $9.1M | 74k | 122.73 |
| 2016-03-31 | $8.7M | 74k | 118.82 |
| 2015-12-31 | $8.5M | 75k | 114.01 |
| 2015-09-30 | $8.8M | 76k | 116.10 |
| 2015-03-31 | $9.3M | 76k | 121.71 |
| 2014-12-31 | $8.9M | 75k | 119.41 |
| 2014-09-30 | $9.0M | 76k | 118.52 |
| 2014-06-30 | $7.7M | 66k | 116.94 |
| 2014-03-31 | $7.7M | 66k | 116.94 |
| 2013-12-31 | $7.6M | 66k | 114.19 |
| 2013-09-30 | $7.6M | 67k | 113.52 |
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