SWP
Summit Wealth Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $349K | Sell |
3,186
-70
| -2% | -$7.67K | 0.07% | 166 |
|
|
2025
Q1 | $354K | Sell |
3,256
-69
| -2% | -$7.5K | 0.07% | 158 |
|
|
2024
Q4 | $355K | Sell |
3,325
-1,793
| -35% | -$192K | 0.07% | 149 |
|
|
2024
Q3 | $578K | Sell |
5,118
-57
| -1% | -$6.44K | 0.11% | 127 |
|
|
2024
Q2 | $554K | Sell |
5,175
-811
| -14% | -$86.9K | 0.12% | 127 |
|
|
2024
Q1 | $652K | Sell |
5,986
-405
| -6% | -$44.1K | 0.14% | 107 |
|
|
2023
Q4 | $707K | Sell |
6,391
-508
| -7% | -$56.2K | 0.16% | 95 |
|
|
2023
Q3 | $704K | Sell |
6,899
-1,450
| -17% | -$148K | 0.18% | 83 |
|
|
2023
Q2 | $903K | Sell |
8,349
-2,594
| -24% | -$281K | 0.23% | 70 |
|
|
2023
Q1 | $1.2M | Sell |
10,943
-8,756
| -44% | -$960K | 0.31% | 55 |
|
|
2022
Q4 | $2.08M | Sell |
19,699
-8,951
| -31% | -$944K | 0.55% | 38 |
|
|
2022
Q3 | $2.94M | Sell |
28,650
-1,260
| -4% | -$129K | 0.83% | 29 |
|
|
2022
Q2 | $3.29M | Sell |
29,910
-19,429
| -39% | -$2.14M | 0.88% | 27 |
|
|
2022
Q1 | $5.97M | Buy |
49,339
+1,279
| +3% | +$155K | 1.35% | 21 |
|
|
2021
Q4 | $6.37M | Buy |
48,060
+155
| +0.3% | +$20.5K | 1.37% | 21 |
|
|
2021
Q3 | $6.37M | Buy |
47,905
+475
| +1% | +$63.2K | 1.51% | 21 |
|
|
2021
Q2 | $6.37M | Buy |
47,430
+1,241
| +3% | +$167K | 1.52% | 21 |
|
|
2021
Q1 | $6.01M | Sell |
46,189
-1,330
| -3% | -$173K | 1.54% | 20 |
|
|
2020
Q4 | $6.56M | Sell |
47,519
-2,093
| -4% | -$289K | 1.78% | 19 |
|
|
2020
Q3 | $6.68M | Buy |
49,612
+2,002
| +4% | +$270K | 2.01% | 17 |
|
|
2020
Q2 | $6.4M | Buy |
47,610
+15,029
| +46% | +$2.02M | 2.07% | 18 |
|
|
2020
Q1 | $4.02M | Sell |
32,581
-2,628
| -7% | -$325K | 1.64% | 20 |
|
|
2019
Q4 | $4.51M | Buy |
+35,209
| New | +$4.51M | 1.56% | 20 |
|