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iShares IBoxx $ Invest Grade Corp Bd shares owned by Perfromance Wealth Partners

Quarter-by-quarter ownership of iShares IBoxx $ Invest Grade Corp Bd (LQD) shares owned by Perfromance Wealth Partners from 13F filings

Historical chart of Perfromance Wealth Partners 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 Perfromance Wealth Partners 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 Perfromance Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $911k 12k 77.73
2023-12-31 $630k 5.7k 110.66
2023-09-30 $651k 6.4k 102.02
2023-06-30 $824k 7.7k 106.72
2023-03-31 $913k 8.3k 109.61
2022-12-31 $935k 8.9k 105.43
2022-09-30 $969k 9.5k 102.41
2022-06-30 $1.0M 9.5k 110.06
2022-03-31 $1.2M 9.6k 120.96
2021-12-31 $1.3M 9.4k 132.57