iShares IBoxx $ Invest Grade Corp Bd shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of iShares IBoxx $ Invest Grade Corp Bd (LQD) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / 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 Congress Wealth Management LLC / DE / 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 Congress Wealth Management LLC / DE /
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $4.3M | 39k | 108.93 |
2023-12-31 | $5.1M | 46k | 110.66 |
2023-09-30 | $4.1M | 40k | 102.02 |
2023-06-30 | $1.8M | 17k | 108.15 |
2023-03-31 | $2.0M | 18k | 109.61 |
2022-12-31 | $1.9M | 18k | 105.44 |
2022-09-30 | $2.1M | 20k | 102.45 |
2022-06-30 | $2.2M | 20k | 110.03 |
2022-03-31 | $2.7M | 23k | 120.93 |
2021-12-31 | $5.0M | 38k | 132.54 |
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Top funds holding iShares IBoxx $ Invest Grade Corp Bd
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