iShares IBoxx $ Invest Grade Corp Bd shares owned by Wealthsource Partners
Quarter-by-quarter ownership of iShares IBoxx $ Invest Grade Corp Bd (LQD) shares owned by Wealthsource Partners
from 13F filings
Historical chart of Wealthsource Partners investment in iShares IBoxx $ Invest Grade Corp Bd
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Quarterly reported holdings in iShares IBoxx $ Invest Grade Corp Bd by Wealthsource Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.9M | 35k | 110.66 |
| 2023-09-30 | $3.6M | 35k | 102.02 |
| 2023-06-30 | $4.5M | 42k | 108.14 |
| 2023-03-31 | $4.1M | 38k | 109.61 |
| 2022-12-31 | $3.3M | 31k | 105.43 |
| 2022-09-30 | $2.6M | 25k | 102.47 |
| 2022-06-30 | $1.9M | 17k | 110.01 |
| 2022-03-31 | $1.6M | 13k | 120.92 |
| 2021-12-31 | $1.6M | 12k | 132.50 |
| 2021-09-30 | $1.8M | 13k | 133.02 |
| 2021-06-30 | $1.9M | 14k | 134.35 |
| 2021-03-31 | $2.1M | 17k | 130.03 |
| 2020-12-31 | $20M | 146k | 138.13 |
| 2020-09-30 | $32M | 240k | 134.71 |
| 2020-06-30 | $30M | 226k | 134.50 |
| 2020-03-31 | $3.5M | 28k | 123.52 |
| 2019-12-31 | $9.8M | 77k | 127.96 |
| 2019-09-30 | $11M | 88k | 127.48 |
| 2019-06-30 | $11M | 85k | 124.37 |
| 2019-03-31 | $9.0M | 76k | 119.05 |
| 2018-12-31 | $8.8M | 78k | 112.82 |
| 2018-09-30 | $9.3M | 81k | 114.93 |
| 2018-06-30 | $9.3M | 82k | 114.57 |
| 2018-03-31 | $8.6M | 73k | 117.90 |
| 2017-12-31 | $11M | 88k | 121.56 |
| 2017-09-30 | $9.9M | 82k | 121.23 |
| 2017-06-30 | $9.5M | 79k | 120.51 |
| 2017-03-31 | $8.6M | 73k | 117.90 |
| 2016-12-31 | $7.7M | 66k | 117.18 |
| 2016-09-30 | $8.6M | 70k | 123.17 |
| 2016-06-30 | $8.8M | 72k | 122.73 |
| 2016-03-31 | $7.2M | 61k | 118.81 |
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