Ishares Tr shares owned by Napa Wealth Management
Quarter-by-quarter ownership of Ishares Tr (LQDW) shares owned by Napa Wealth Management
from 13F filings
Historical chart of Napa Wealth Management investment in Ishares Tr
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr held by Napa Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares Tr by Napa Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 64k | 25.27 |
| 2025-06-30 | $1.2M | 49k | 25.52 |
| 2025-03-31 | $1.4M | 52k | 26.29 |
| 2024-12-31 | $1.2M | 47k | 26.27 |
| 2024-09-30 | $1.0M | 37k | 28.40 |