iShares IBoxx $ Invest Grade Corp Bd shares owned by TruWealth Advisors
Quarter-by-quarter ownership of iShares IBoxx $ Invest Grade Corp Bd (LQD) shares owned by TruWealth Advisors
from 13F filings
Historical chart of TruWealth Advisors investment in iShares IBoxx $ Invest Grade Corp Bd
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Quarterly reported holdings in iShares IBoxx $ Invest Grade Corp Bd by TruWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $262k | 2.4k | 111.51 |
| 2025-06-30 | $300k | 2.7k | 109.50 |
| 2025-03-31 | $48M | 445k | 108.69 |
| 2024-12-31 | $46M | 432k | 106.84 |
| 2024-09-30 | $82M | 729k | 112.98 |
| 2024-06-30 | $63M | 588k | 107.12 |
| 2024-03-31 | $59M | 539k | 108.92 |
| 2023-12-31 | $58M | 525k | 110.66 |
| 2023-09-30 | $52M | 507k | 102.02 |
| 2023-06-30 | $51M | 472k | 108.14 |
| 2023-03-31 | $50M | 455k | 109.61 |
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