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iShares IBoxx $ Invest Grade Corp Bd shares owned by Old Second Wealth Management

Quarter-by-quarter ownership of iShares IBoxx $ Invest Grade Corp Bd (LQD) shares owned by Old Second Wealth Management from 13F filings

Historical chart of Old Second Wealth Management 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 Old Second Wealth Management 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 Old Second Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $38k 349 108.92
2023-12-31 $39k 349 110.66
2023-09-30 $36k 349 102.02
2023-03-31 $46k 420 109.61
2022-12-31 $44k 420 105.43
2022-09-30 $43k 420 102.38
2022-06-30 $46k 420 109.52
2022-03-31 $51k 420 121.43
2021-12-31 $57k 420 135.71
2021-09-30 $56k 420 133.33
2021-06-30 $56k 420 133.33
2021-03-31 $55k 420 130.95
2020-12-31 $58k 420 138.10
2020-09-30 $57k 420 135.71
2020-06-30 $56k 420 133.33
2020-03-31 $52k 420 123.81
2019-12-31 $54k 420 128.57
2019-09-30 $54k 420 128.57
2019-06-30 $57k 455 125.27
2019-03-31 $51k 426 119.72
2018-12-31 $48k 426 112.68
2018-09-30 $49k 426 115.02
2018-06-30 $49k 426 115.02
2018-03-31 $50k 426 117.37
2017-12-31 $51k 420 121.43
2017-09-30 $51k 420 121.43
2017-06-30 $51k 420 121.43
2017-03-31 $50k 420 119.05
2016-12-31 $57k 484 117.77
2016-09-30 $12k 100 120.00

More positions owned by Old Second Wealth Management

iShares S&P MidCap 400 Index (IJH)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard European ETF (VGK)
Matthews Intl Fds (ASIA)
Global X S&p 500 Covered Call Etf etf (XYLD)
Bsco etf (BSCO)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Alphabet Inc Class A cs (GOOGL)
Broadcom (AVGO)
Franklin Templeton Etf Tr franklin india (FLIN)
Eli Lilly & Co. (LLY)
BlackRock (BLK)
Amazon (AMZN)

View all positions for Old Second Wealth Management

Top funds holding iShares IBoxx $ Invest Grade Corp Bd

Bank of America Corporation
Meiji Yasuda Life Insurance Company
Fisher Investments
NYL Investors
BlackRock
Citadel Advisors
UBS Group
Financial Engines Advisors L.L.C
Allianz Investment Management U.S
Morgan Stanley
Citigroup
Goldman Sachs Group
Jane Street
Ontario Teachers' Pension Plan Board
Wealthfront Advisers

View all funds holding iShares IBoxx $ Invest Grade Corp Bd