iShares IBoxx $ Invest Grade Corp Bd shares owned by Phillips Financial Management
Quarter-by-quarter ownership of iShares IBoxx $ Invest Grade Corp Bd (LQD) shares owned by Phillips Financial Management
from 13F filings
Historical chart of Phillips Financial Management investment in iShares IBoxx $ Invest Grade Corp Bd
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All positions including iShares IBoxx $ Invest Grade Corp Bd held by Phillips Financial Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares IBoxx $ Invest Grade Corp Bd by Phillips Financial Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $400k | 3.5k | 112.97 |
2024-06-30 | $407k | 3.8k | 107.11 |
2024-03-31 | $426k | 3.9k | 108.91 |
2023-12-31 | $432k | 3.9k | 110.66 |
2023-09-30 | $394k | 3.9k | 102.02 |
2023-06-30 | $417k | 3.9k | 108.13 |
2023-03-31 | $452k | 4.1k | 109.62 |
2022-12-31 | $495k | 4.7k | 105.43 |
2022-09-30 | $611k | 6.0k | 102.45 |
2022-03-31 | $774k | 6.4k | 120.90 |
2018-03-31 | $1.2M | 10k | 117.03 |
2017-12-31 | $1.7M | 14k | 120.86 |
2017-09-30 | $1.6M | 14k | 121.23 |
2017-06-30 | $1.6M | 13k | 120.66 |
2017-03-31 | $1.4M | 12k | 119.12 |
2016-12-31 | $1.3M | 11k | 118.07 |
2016-09-30 | $1.3M | 10k | 121.59 |
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