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iShares IBoxx $ Invest Grade Corp Bd shares owned by Robertson Stephens Wealth Management

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

Historical chart of Robertson Stephens Wealth Management 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 Robertson Stephens Wealth Management 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 Robertson Stephens Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $936k 8.5k 110.66
2023-09-30 $386k 3.8k 102.02
2022-09-30 $322k 3.1k 102.42
2022-06-30 $1.2M 11k 110.02
2022-03-31 $419k 3.5k 120.85
2021-12-31 $7.0M 53k 132.51
2021-09-30 $766k 5.8k 132.99
2021-06-30 $2.5M 19k 134.32
2021-03-31 $1.2M 9.5k 129.97
2020-12-31 $4.6M 33k 138.13
2020-09-30 $3.2M 24k 134.70
2020-06-30 $5.3M 40k 134.49
2020-03-31 $2.1M 17k 123.48
2019-12-31 $3.6M 28k 127.94
2019-09-30 $2.0M 16k 127.48
2019-06-30 $5.5M 44k 124.36
2019-03-31 $2.3M 19k 119.04