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iShares IBoxx $ Invest Grade Corp Bd shares owned by Wescott Financial Advisory Group

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

Historical chart of Wescott Financial Advisory Group 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 Wescott Financial Advisory Group 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 Wescott Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.7M 33k 111.47
2025-06-30 $3.4M 31k 109.61
2025-03-31 $3.2M 29k 108.69
2024-12-31 $2.8M 26k 106.84
2024-09-30 $2.6M 23k 112.98
2024-06-30 $2.1M 19k 107.12
2024-03-31 $1.9M 17k 108.92