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Summit Financial Consulting’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Summit Financial Consulting’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
Q2 		$21.8M Sell
199,703
-4,590
-2% -$500K 14.78% 2
2026
Q1 		$22.3M Buy
204,293
+6,723
+3% +$741K 15.94% 1
2025
Q4 		$21.8M Buy
197,570
+17,412
+10% +$1.94M 15.81% 1
2025
Q3 		$20.1M Buy
180,158
+175,923
+4,154% +$19.3M 16.03% 1
2025
Q2 		$464K Sell
4,235
-164,875
-97% -$17.7M 0.42% 26
2025
Q1 		$18.4M Buy
+169,110
New +$18.2M 17.05% 1

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Summit Financial Consulting's LQD Position: Q2 2026 in Review

Summit Financial Consulting reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 2.2% in Q2 2026, selling an estimated $500K and leaving 199,703 shares worth $21.8M. The position accounts for 14.78% of the portfolio, ranked #2.

Summit Financial Consulting first reported a position in LQD in Q1 2025 and has held it in 6 quarters since. The position peaked at $22.3M in Q1 2026. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Summit Financial Consulting held 199,703 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $21.8M as of Q2 2026.
  • Summit Financial Consulting sold 4,590 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $500K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 14.78% of Summit Financial Consulting's portfolio in Q2 2026, its #2 holding.
  • Summit Financial Consulting first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Summit Financial Consulting's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $22.3M in Q1 2026.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Summit Financial Consulting's 13F filing for Q2 2026, filed 7 Aug 2026.