iShares IBoxx $ Invest Grade Corp Bd shares owned by WR Wealth Planners
Quarter-by-quarter ownership of iShares IBoxx $ Invest Grade Corp Bd (LQD) shares owned by WR Wealth Planners
from 13F filings
Historical chart of WR Wealth Planners 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 WR Wealth Planners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares IBoxx $ Invest Grade Corp Bd by WR Wealth Planners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $207k | 1.8k | 112.98 |
2024-06-30 | $258k | 2.4k | 107.12 |
2024-03-31 | $267k | 2.5k | 108.92 |
2023-12-31 | $431k | 3.9k | 110.66 |
2023-09-30 | $593k | 5.8k | 102.02 |
2023-06-30 | $416k | 3.8k | 108.14 |
2023-03-31 | $476k | 4.3k | 109.61 |
2022-12-31 | $469k | 4.4k | 105.44 |
2022-09-30 | $476k | 4.6k | 102.46 |
2022-06-30 | $539k | 4.9k | 110.02 |
2022-03-31 | $745k | 6.2k | 120.94 |
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