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iShares IBoxx $ Invest Grade Corp Bd shares owned by Roundview Capital

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

Historical chart of Roundview Capital 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 Roundview Capital 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 Roundview Capital

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.2M 21k 106.84
2024-09-30 $2.5M 22k 112.98
2024-06-30 $2.4M 22k 107.12
2024-03-31 $2.4M 22k 108.92
2023-12-31 $2.4M 22k 110.66
2023-09-30 $3.2M 32k 102.02
2023-06-30 $3.3M 31k 108.14
2023-03-31 $3.4M 31k 109.61
2022-12-31 $2.7M 26k 105.43
2022-09-30 $1.4M 14k 102.48
2022-06-30 $4.7M 43k 110.03
2022-03-31 $6.7M 56k 120.95
2021-12-31 $3.3M 25k 132.53
2021-09-30 $3.4M 25k 133.03
2021-06-30 $3.2M 24k 134.36
2021-03-31 $3.0M 23k 130.06
2020-12-31 $5.7M 41k 138.14
2020-09-30 $5.0M 37k 134.71
2020-06-30 $4.5M 33k 134.49
2020-03-31 $633k 5.1k 123.46
2019-12-31 $600k 4.7k 127.99
2019-09-30 $520k 4.1k 127.45
2019-06-30 $556k 4.5k 124.38
2019-03-31 $371k 3.1k 118.91
2018-12-31 $347k 3.1k 112.66
2018-09-30 $247k 2.1k 115.15
2018-06-30 $246k 2.1k 114.69
2018-03-31 $252k 2.1k 117.48
2017-12-31 $2.1M 18k 121.55
2017-09-30 $2.1M 18k 121.22
2017-06-30 $2.1M 17k 120.51
2017-03-31 $2.0M 17k 117.91
2016-12-31 $1.1M 9.7k 117.19
2016-09-30 $247k 2.0k 123.38
2016-06-30 $2.6M 21k 122.72
2016-03-31 $2.6M 22k 118.81

More positions owned by Roundview Capital

Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Bd Index Fds Intermed Term (BIV)
NVIDIA Corporation (NVDA)
Mastercard Incorporated Cl A (MA)
Meta Platforms Cl A (META)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Roundview Capital

Top funds holding iShares IBoxx $ Invest Grade Corp Bd

Bank of America Corporation
Meiji Yasuda Life Insurance Company
BlackRock
Japan Science & Technology Agency
Goldman Sachs Group
UBS Group
Financial Engines Advisors L.L.C
Morgan Stanley
Allianz Investment Management U.S
Wells Fargo & Company
Jane Street
Susquehanna International
Ontario Teachers' Pension Plan Board
Citadel Advisors
Ameriprise Financial

View all funds holding iShares IBoxx $ Invest Grade Corp Bd