Summit Financial’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.14M | Sell |
65,183
-2,932
| -4% | -$321K | 0.16% | 115 |
|
|
2025
Q1 | $7.4M | Buy |
68,115
+4,708
| +7% | +$512K | 0.21% | 94 |
|
|
2024
Q4 | $6.77M | Buy |
63,407
+1,483
| +2% | +$158K | 0.24% | 79 |
|
|
2024
Q3 | $7M | Sell |
61,924
-739
| -1% | -$83.5K | 0.27% | 63 |
|
|
2024
Q2 | $6.71M | Buy |
62,663
+59,479
| +1,868% | +$6.37M | 0.31% | 56 |
|
|
2024
Q1 | $347K | Buy |
+3,184
| New | +$347K | 0.02% | 307 |
|