Ownership history in Cheviot Value Management, LLC · 4 quarters on record
This page tracks every 13F SEC filing in which Cheviot Value Management, LLC reported a position in ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF (LQD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 319,299 | +24,656 | +8.4% | 3.47% | $35.3M | $109.41 |
| 2025 Q3 | ADDED | 294,643 | +36,323 | +14.1% | 3.54% | $33.3M | $109.04 |
| 2025 Q2 | ADDED | 258,320 | +14,727 | +6.0% | 3.24% | $28.3M | $106.02 |
| 2025 Q1 | INITIATED | 243,593 | — | — | 3.20% | $26.0M | $103.92 |
As of 2025 Q4 — sorted by position size