iShares IBoxx $ Invest Grade Corp Bd shares owned by Pensionmark Financial Group
Quarter-by-quarter ownership of iShares IBoxx $ Invest Grade Corp Bd (LQD) shares owned by Pensionmark Financial Group
from 13F filings
Historical chart of Pensionmark Financial Group 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 Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares IBoxx $ Invest Grade Corp Bd by Pensionmark Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 10k | 111.48 |
| 2025-06-30 | $987k | 9.0k | 109.61 |
| 2025-03-31 | $1.4M | 13k | 108.69 |
| 2024-12-31 | $1.2M | 12k | 106.84 |
| 2024-09-30 | $1.3M | 12k | 112.98 |
| 2024-06-30 | $261k | 2.4k | 107.12 |
| 2023-12-31 | $856k | 7.7k | 110.66 |
| 2023-09-30 | $947k | 9.3k | 102.02 |
| 2021-12-31 | $818k | 6.6k | 123.98 |
| 2021-09-30 | $876k | 6.6k | 133.05 |
| 2021-06-30 | $914k | 6.8k | 134.41 |
| 2021-03-31 | $1.2M | 9.3k | 130.37 |
| 2020-12-31 | $2.3M | 17k | 134.65 |
| 2020-09-30 | $855k | 6.3k | 134.71 |
| 2020-06-30 | $839k | 6.1k | 137.18 |
More positions owned by Pensionmark Financial Group
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