Summa Corp’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Summa Corp’s Portfolio LQD Stock Details LQD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-4,425	Closed	-$488K	–	84
2025 Q4	$488K	Sell	4,425 -2,000	-31%	-$222K	0.21%	52
2025 Q3	$716K	Buy	6,425 +1,325	+26%	+$146K	0.31%	33
2025 Q2	$559K	Sell	5,100 -1,350	-21%	-$145K	0.29%	36
2025 Q1	$701K	Hold	6,450	–	–	0.41%	23
2024 Q4	$689K	Buy	6,450 +1,000	+18%	+$109K	0.34%	25
2024 Q3	$616K	Hold	5,450	–	–	0.3%	30
2024 Q2	$584K	Hold	5,450	–	–	0.28%	28
2024 Q1	$594K	Hold	5,450	–	–	0.32%	27
2023 Q4	$603K	Buy	+5,450	New	+$568K	0.42%	26

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Summa Corp's LQD Position: Q1 2026 in Review

Summa Corp sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2026, closing a stake of 4,425 shares — an estimated $488K sold.

Summa Corp first reported a position in LQD in Q4 2023 and held it in 9 quarters. The position peaked at $716K in Q3 2025. 1,095 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

Summa Corp reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Summa Corp sold 4,425 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $488K.
Summa Corp first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2023 and held it in 9 quarters.
Summa Corp's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $716K in Q3 2025.
1,095 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Summa Corp's 13F filing for Q1 2026, filed 30 Apr 2026.