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

Summit Financial’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 		$7.65M Buy
70,144
+3,769
+6% +$411K 0.08% 245
2026
Q1 		$7.23M Sell
66,375
-19,491
-23% -$2.15M 0.09% 225
2025
Q4 		$9.46M Sell
85,866
-1,290
-1% -$143K 0.14% 135
2025
Q3 		$9.72M Buy
87,156
+21,973
+34% +$2.42M 0.15% 128
2025
Q2 		$7.14M Sell
65,183
-2,932
-4% -$315K 0.16% 115
2025
Q1 		$7.4M Buy
68,115
+4,708
+7% +$507K 0.21% 94
2024
Q4 		$6.77M Buy
63,407
+1,483
+2% +$162K 0.24% 79
2024
Q3 		$7M Sell
61,924
-739
-1% -$81.8K 0.27% 63
2024
Q2 		$6.71M Buy
62,663
+59,479
+1,868% +$6.35M 0.31% 56
2024
Q1 		$347K Buy
+3,184
New +$346K 0.02% 307

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's LQD Position: Q2 2026 in Review

Summit Financial increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 5.7% in Q2 2026, buying an estimated $411K and bringing the position to 70,144 shares worth $7.65M. The position accounts for 0.08% of the portfolio, ranked #245.

Summit Financial first reported a position in LQD in Q1 2024 and has held it in 10 quarters since. The position peaked at $9.72M in Q3 2025. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Summit Financial held 70,144 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $7.65M as of Q2 2026.
  • Summit Financial bought 3,769 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $411K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.08% of Summit Financial's portfolio in Q2 2026, its #245 holding.
  • Summit Financial first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Summit Financial's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $9.72M in Q3 2025.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.