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iShares IBoxx $ Invest Grade Corp Bd shares owned by Wells Financial Advisors

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

Historical chart of Wells Financial Advisors 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 Wells Financial Advisors 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 Wells Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $14k 122 112.98
2021-09-30 $1.8M 14k 133.05
2021-06-30 $1.8M 14k 134.34
2021-03-31 $1.9M 15k 130.06
2020-12-31 $1.5M 11k 138.11