iShares IBoxx $ Invest Grade Corp Bd shares owned by Source Financial Advisors
Quarter-by-quarter ownership of iShares IBoxx $ Invest Grade Corp Bd (LQD) shares owned by Source Financial Advisors
from 13F filings
Historical chart of Source Financial Advisors investment in iShares IBoxx $ Invest Grade Corp Bd
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Quarterly reported holdings in iShares IBoxx $ Invest Grade Corp Bd by Source Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $516k | 4.6k | 112.99 |
| 2024-06-30 | $491k | 4.6k | 107.12 |
| 2024-03-31 | $454k | 4.2k | 108.91 |
| 2023-12-31 | $342k | 3.1k | 110.66 |
| 2023-09-30 | $324k | 3.2k | 102.01 |
| 2023-06-30 | $703k | 6.5k | 108.13 |
| 2023-03-31 | $707k | 6.4k | 109.61 |
| 2021-03-31 | $2.1M | 16k | 130.07 |
| 2020-12-31 | $2.0M | 14k | 138.15 |
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