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

Summit Financial Wealth Advisors’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
2018 Q4	–	Sell	-3,162	Closed	-$357K	–	141
2018 Q3	$357K	Sell	3,162 -192	-6%	-$22.1K	0.11%	92
2018 Q2	$394K	Hold	3,354	–	–	0.13%	93
2018 Q1	$394K	Buy	3,354 +316	+10%	+$37.3K	0.13%	95
2017 Q4	$369K	Buy	3,038 +794	+35%	+$96.1K	0.13%	97
2017 Q3	$272K	Buy	2,244 +235	+12%	+$28.4K	0.1%	114
2017 Q2	$242K	Buy	+2,009	New	+$240K	0.1%	126
2016 Q4	–	Sell	-2,230	Closed	-$275K	–	144
2016 Q3	$275K	Sell	2,230 -800	-26%	-$98.5K	0.12%	118
2016 Q2	$372K	Hold	3,030	–	–	0.16%	102
2016 Q1	$360K	Buy	3,030 +500	+20%	+$57.5K	0.16%	103
2015 Q4	$288K	Buy	+2,530	New	+$292K	0.13%	106
2015 Q3	–	Sell	-150	Closed	-$17K	–	242
2015 Q2	$17K	Hold	150	–	–	0.01%	206
2015 Q1	$18K	Hold	150	–	–	0.01%	174
2014 Q4	$18K	Buy	+150	New	+$17.9K	0.01%	172

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

AIMU

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Summit Financial Wealth Advisors's LQD Position: Q4 2018 in Review

Summit Financial Wealth Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2018, closing a stake of 3,162 shares — an estimated $357K sold.

Summit Financial Wealth Advisors first reported a position in LQD in Q4 2014 and held it in 13 quarters. The position peaked at $394K in Q2 2018. 749 funds tracked by Wall St. Rank hold LQD as of Q4 2018.

Summit Financial Wealth Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
Summit Financial Wealth Advisors sold 3,162 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2018, an estimated $357K.
Summit Financial Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2014 and held it in 13 quarters.
Summit Financial Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $394K in Q2 2018.
749 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2018.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2018, filed 1 Feb 2019.