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

Summit Wealth Partners’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	$295K	Buy	2,703 +236	+10%	+$25.7K	0.04%	233
2026 Q1	$269K	Buy	2,467 +83	+3%	+$9.15K	0.04%	230
2025 Q4	$263K	Sell	2,384 -653	-22%	-$72.6K	0.05%	176
2025 Q3	$339K	Sell	3,037 -149	-5%	-$16.4K	0.06%	171
2025 Q2	$349K	Sell	3,186 -70	-2%	-$7.51K	0.07%	166
2025 Q1	$354K	Sell	3,256 -69	-2%	-$7.43K	0.07%	158
2024 Q4	$355K	Sell	3,325 -1,793	-35%	-$196K	0.07%	149
2024 Q3	$578K	Sell	5,118 -57	-1%	-$6.31K	0.11%	127
2024 Q2	$554K	Sell	5,175 -811	-14%	-$86.6K	0.12%	127
2024 Q1	$652K	Sell	5,986 -405	-6%	-$44K	0.14%	107
2023 Q4	$707K	Sell	6,391 -508	-7%	-$52.9K	0.16%	95
2023 Q3	$704K	Sell	6,899 -1,450	-17%	-$153K	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%	-$948K	0.31%	55
2022 Q4	$2.08M	Sell	19,699 -8,951	-31%	-$937K	0.55%	38
2022 Q3	$2.94M	Sell	28,650 -1,260	-4%	-$139K	0.83%	29
2022 Q2	$3.29M	Sell	29,910 -19,429	-39%	-$2.19M	0.88%	27
2022 Q1	$5.97M	Buy	49,339 +1,279	+3%	+$160K	1.35%	21
2021 Q4	$6.37M	Buy	48,060 +155	+0.3%	+$20.6K	1.37%	21
2021 Q3	$6.37M	Buy	47,905 +475	+1%	+$64.2K	1.51%	21
2021 Q2	$6.37M	Buy	47,430 +1,241	+3%	+$164K	1.52%	21
2021 Q1	$6.01M	Sell	46,189 -1,330	-3%	-$177K	1.54%	20
2020 Q4	$6.56M	Sell	47,519 -2,093	-4%	-$285K	1.78%	19
2020 Q3	$6.68M	Buy	49,612 +2,002	+4%	+$273K	2.01%	17
2020 Q2	$6.4M	Buy	47,610 +15,029	+46%	+$1.95M	2.07%	18
2020 Q1	$4.02M	Sell	32,581 -2,628	-7%	-$335K	1.64%	20
2019 Q4	$4.51M	Buy	+35,209	New	+$4.48M	1.56%	20

Other funds holding LQD

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

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

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

NDSIB

North Dakota State Investment Board Bismarck, North Dakota $2.46B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Summit Wealth Partners's LQD Position: Q2 2026 in Review

Summit Wealth Partners increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 9.6% in Q2 2026, buying an estimated $25.7K and bringing the position to 2,703 shares worth $295K. The position accounts for 0.04% of the portfolio, ranked #233.

Summit Wealth Partners first reported a position in LQD in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.68M in Q3 2020. 547 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Summit Wealth Partners held 2,703 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $295K as of Q2 2026.
Summit Wealth Partners bought 236 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $25.7K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.04% of Summit Wealth Partners's portfolio in Q2 2026, its #233 holding.
Summit Wealth Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 27 quarters since.
Summit Wealth Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $6.68M in Q3 2020.
547 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.