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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Quarterly reported holdings in iShares IBoxx $ Invest Grade Corp Bd by Phillips Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $327k | 2.9k | 111.46 |
| 2025-06-30 | $377k | 3.4k | 109.62 |
| 2025-03-31 | $358k | 3.3k | 108.69 |
| 2024-12-31 | $368k | 3.4k | 106.84 |
| 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 |
More positions owned by Phillips Financial Management
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Top funds holding iShares IBoxx $ Invest Grade Corp Bd
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