Summit Wealth Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $349K | Sell |
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2025
Q1 | $354K | Sell |
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2024
Q4 | $355K | Sell |
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2024
Q3 | $578K | Sell |
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|
2024
Q2 | $554K | Sell |
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|
2024
Q1 | $652K | Sell |
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|
2023
Q4 | $707K | Sell |
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|
2023
Q3 | $704K | Sell |
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|
2023
Q2 | $903K | Sell |
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|
2023
Q1 | $1.2M | Sell |
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|
2022
Q4 | $2.08M | Sell |
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|
2022
Q3 | $2.94M | Sell |
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|
2022
Q2 | $3.29M | Sell |
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|
2022
Q1 | $5.97M | Buy |
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|
2021
Q4 | $6.37M | Buy |
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|
2021
Q3 | $6.37M | Buy |
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|
2021
Q2 | $6.37M | Buy |
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|
2021
Q1 | $6.01M | Sell |
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|
2020
Q4 | $6.56M | Sell |
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|
2020
Q3 | $6.68M | Buy |
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|
2020
Q2 | $6.4M | Buy |
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|
2020
Q1 | $4.02M | Sell |
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|
2019
Q4 | $4.51M | Buy |
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