iShares IBoxx $ Invest Grade Corp Bd shares owned by Smallwood Wealth Investment Management
Quarter-by-quarter ownership of iShares IBoxx $ Invest Grade Corp Bd (LQD) shares owned by Smallwood Wealth Investment Management
from 13F filings
Historical chart of Smallwood Wealth Investment 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 Smallwood Wealth Investment 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 Smallwood Wealth Investment Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $508k | 4.8k | 106.84 |
2024-09-30 | $555k | 4.9k | 112.98 |
2024-06-30 | $527k | 4.9k | 107.12 |
2024-03-31 | $896k | 8.2k | 108.92 |
2023-12-31 | $910k | 8.2k | 110.66 |
2023-09-30 | $893k | 8.8k | 102.02 |
2023-06-30 | $947k | 8.8k | 108.14 |
2023-03-31 | $960k | 8.8k | 109.61 |
2022-12-31 | $923k | 8.8k | 105.43 |
2022-09-30 | $922k | 9.0k | 102.49 |
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Top funds holding iShares IBoxx $ Invest Grade Corp Bd
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