iShares IBoxx $ Invest Grade Corp Bd shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of iShares IBoxx $ Invest Grade Corp Bd (LQD) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors investment in iShares IBoxx $ Invest Grade Corp Bd
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Quarterly reported holdings in iShares IBoxx $ Invest Grade Corp Bd by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.2M | 46k | 111.47 |
| 2025-06-30 | $6.0M | 55k | 109.61 |
| 2024-12-31 | $5.0M | 47k | 106.84 |
| 2024-09-30 | $5.0M | 44k | 112.98 |
| 2023-09-30 | $330k | 3.2k | 102.01 |
| 2023-06-30 | $569k | 5.3k | 108.15 |
| 2023-03-31 | $574k | 5.2k | 109.60 |
| 2022-12-31 | $823k | 7.8k | 105.43 |
| 2022-09-30 | $1.0M | 9.9k | 102.41 |
| 2022-06-30 | $1.4M | 13k | 109.99 |
| 2022-03-31 | $2.8M | 23k | 120.93 |
| 2021-12-31 | $4.1M | 31k | 132.51 |
| 2021-09-30 | $4.3M | 32k | 133.02 |
| 2021-06-30 | $4.2M | 31k | 134.35 |
| 2021-03-31 | $2.8M | 21k | 130.03 |
| 2020-12-31 | $2.2M | 16k | 138.14 |
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