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

Summit Financial Group’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
2022 Q2	–	Sell	-1,765	Closed	-$213K	–	201
2022 Q1	$213K	Hold	1,765	–	–	0.07%	201
2021 Q4	$234K	Hold	1,765	–	–	0.08%	197
2021 Q3	$235K	Hold	1,765	–	–	0.09%	192
2021 Q2	$237K	Hold	1,765	–	–	0.09%	185
2021 Q1	$230K	Hold	1,765	–	–	0.1%	176
2020 Q4	$244K	Hold	1,765	–	–	0.11%	149
2020 Q3	$238K	Hold	1,765	–	–	0.12%	136
2020 Q2	$237K	Sell	1,765 -245	-12%	-$31.9K	0.12%	135
2020 Q1	$248K	Sell	2,010 -125	-6%	-$15.9K	0.15%	114
2019 Q4	$273K	Hold	2,135	–	–	0.13%	135
2019 Q3	$272K	Sell	2,135 -1,980	-48%	-$249K	0.14%	129
2019 Q2	$512K	Buy	+4,115	New	+$494K	0.23%	101

Other funds holding LQD

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

MYLI

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

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Summit Financial Group's LQD Position: Q2 2022 in Review

Summit Financial Group sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2022, closing a stake of 1,765 shares — an estimated $213K sold.

Summit Financial Group first reported a position in LQD in Q2 2019 and held it in 12 quarters. The position peaked at $512K in Q2 2019. 1,005 funds tracked by Wall St. Rank hold LQD as of Q2 2022.

Summit Financial Group reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Summit Financial Group sold 1,765 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $213K.
Summit Financial Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2019 and held it in 12 quarters.
Summit Financial Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $512K in Q2 2019.
1,005 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Summit Financial Group's 13F filing for Q2 2022, filed 7 Jul 2022.