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 Q3	$25.1M	Buy	245,577 +45,874	+23%	+$4.86M	18.4%	2
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

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

AWMT

AAFMAA Wealth Management & Trust Fayetteville, North Carolina $291M AUM 14.48% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

Twele Capital Management Minnetonka, Minnesota $605M AUM 5.95% 1-Year Est. Return

UFF

USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return

Mechanics Bank - Trust Department Walnut Creek, California $798M AUM 16.67% 1-Year Est. Return

VIS

Vertex Investment Solutions Chiyoda-Ku $137M AUM 0.07% 1-Year Est. Return

Summit Financial Consulting's LQD Position: Q3 2026 in Review

Summit Financial Consulting increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 23% in Q3 2026, buying an estimated $4.86M and bringing the position to 245,577 shares worth $25.1M. The position accounts for 18.4% of the portfolio, ranked #2.

Summit Financial Consulting first reported a position in LQD in Q1 2025 and has held it in 7 quarters since. 182 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

Summit Financial Consulting held 245,577 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $25.1M as of Q3 2026.
Summit Financial Consulting bought 45,874 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $4.86M.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 18.4% of Summit Financial Consulting's portfolio in Q3 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 7 quarters since.
182 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Summit Financial Consulting's 13F filing for Q3 2026, filed 15 Oct 2026.