LQD β€” ISHARES IBOXX $ INVESTMT COMMON

Ownership history in Goodwin Capital Advisers, Inc.  Β·  16 quarters on record

AI Ownership Summary

Goodwin Capital Advisers, Inc. reported ISHARES IBOXX $ INVESTMT COMMON (LQD) in 16 quarterly 13F filings .

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LQD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Goodwin Capital Advisers, Inc.'s position in ISHARES IBOXX $ INVESTMT COMMON, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
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See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
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Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
16 quarters

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Goodwin Capital Advisers, Inc. held LQD β€” position size vs. price
% of Fund (quarterly)    LQD price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 0 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
16 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Goodwin Capital Advisers, Inc. and LQD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Goodwin Capital Advisers, Inc. reported owning LQD?

Goodwin Capital Advisers, Inc. reported LQD across 0 quarterly 13F filings.

What was the largest reported LQD position in Goodwin Capital Advisers, Inc.'s portfolio?

This page shows the quarter-by-quarter portfolio weight history for LQD in Goodwin Capital Advisers, Inc..

What is the latest reported LQD position on this page?

The most recent filing on this page is 2011 Q3, when Goodwin Capital Advisers, Inc. reported 54,850 shares, equal to 100.00% of portfolio, with an estimated market value of $6.2M.

What does the chart on this LQD ownership page compare?

The chart compares Goodwin Capital Advisers, Inc.'s quarterly LQD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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