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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

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Quarterly 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