iShares IBoxx $ Invest Grade Corp Bd shares owned by Wealth Effects
Quarter-by-quarter ownership of iShares IBoxx $ Invest Grade Corp Bd (LQD) shares owned by Wealth Effects
from 13F filings
Historical chart of Wealth Effects 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 Wealth Effects consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares IBoxx $ Invest Grade Corp Bd by Wealth Effects
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $294k | 2.6k | 111.47 |
| 2025-06-30 | $266k | 2.4k | 109.61 |
| 2025-03-31 | $261k | 2.4k | 108.69 |
| 2024-12-31 | $257k | 2.4k | 106.84 |
| 2024-09-30 | $265k | 2.3k | 112.98 |
| 2024-06-30 | $250k | 2.3k | 107.12 |
| 2024-03-31 | $264k | 2.4k | 108.92 |
| 2023-12-31 | $296k | 2.7k | 110.64 |
| 2023-09-30 | $219k | 2.1k | 102.02 |
| 2023-06-30 | $232k | 2.1k | 108.14 |
| 2023-03-31 | $235k | 2.1k | 109.61 |
| 2022-12-31 | $226k | 2.1k | 105.43 |
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