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

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

Historical chart of Sonata 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 Sonata 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 Sonata Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.9M 17k 112.98
2024-03-31 $1.8M 17k 108.90
2023-12-31 $1.9M 17k 110.65
2023-09-30 $1.7M 17k 102.03
2023-06-30 $1.9M 18k 108.12
2023-03-31 $1.9M 17k 109.62
2022-12-31 $1.9M 18k 105.41
2022-09-30 $1.0M 10k 102.49
2022-06-30 $1.1M 10k 110.07
2022-03-31 $1.4M 11k 120.94
2021-12-31 $1.6M 12k 132.53
2021-09-30 $1.5M 12k 133.02
2021-06-30 $1.5M 11k 134.31
2021-03-31 $1.8M 14k 130.05
2020-12-31 $2.3M 17k 138.11
2020-09-30 $2.2M 16k 134.70
2020-06-30 $2.0M 15k 134.52
2020-03-31 $1.6M 13k 123.51
2019-12-31 $1.3M 10k 127.96
2019-09-30 $1.0M 8.0k 127.49
2019-06-30 $1.0M 8.3k 124.39
2019-03-31 $1.0M 8.4k 119.05
2018-12-31 $951k 8.4k 112.88
2018-09-30 $1.2M 10k 114.96
2018-06-30 $1.3M 11k 114.55
2018-03-31 $1.3M 11k 117.40
2017-12-31 $1.4M 12k 121.56
2017-09-30 $1.4M 12k 121.22
2017-06-30 $1.4M 12k 120.49
2017-03-31 $1.5M 12k 117.89
2016-12-31 $1.5M 12k 117.17
2016-09-30 $2.0M 17k 123.16
2016-06-30 $2.0M 17k 122.74
2016-03-31 $1.8M 15k 118.80
2015-12-31 $1.4M 12k 113.97
2015-09-30 $1.4M 12k 116.05
2015-06-30 $1.4M 12k 115.72
2015-03-31 $1.6M 13k 121.67
2014-12-31 $1.5M 13k 119.40

More positions owned by Sonata Capital

Ishares Russell Mid Cap Etf Etf (IWR)
Ishares Russell 1000 Growth Et Etf (IWF)
Microsoft Corporation (MSFT)
Ishares Russell 1000 Value Etf Etf (IWD)
Ishares Russell 2000 Value Etf Etf (IWN)
Apple (AAPL)
Vanguard Total Stock Market Et Etf (VTI)
Vanguard High Dividend Yield E Etf (VYM)
Amazon (AMZN)
Ishares S&p 500 Growth Etf Etf (IVW)
Berkshire Hathaway (BRK.B)
Ishares Ibonds Dec 2024 Trm Et Etf (IBDP)
Ishares Core S&p Mid Cap Etf Etf (IJH)
Ishares S&p Small Cap 600 Etf Etf (IJS)
Spdr S&p Midcap 400 Etf Iv Etf (MDY)

View all positions for Sonata Capital

Top funds holding iShares IBoxx $ Invest Grade Corp Bd

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

View all funds holding iShares IBoxx $ Invest Grade Corp Bd