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
2025
Q1
$354K Sell
2024
Q4
$355K Sell
2024
Q3
$578K Sell
2024
Q2
$554K Sell
2024
Q1
$652K Sell
2023
Q4
$707K Sell
2023
Q3
$704K Sell
2023
Q2
$903K Sell
2023
Q1
$1.2M Sell
2022
Q4
$2.08M Sell
2022
Q3
$2.94M Sell
2022
Q2
$3.29M Sell
2022
Q1
$5.97M Buy
2021
Q4
$6.37M Buy
2021
Q3
$6.37M Buy
2021
Q2
$6.37M Buy
2021
Q1
$6.01M Sell
2020
Q4
$6.56M Sell
2020
Q3
$6.68M Buy
2020
Q2
$6.4M Buy
2020
Q1
$4.02M Sell
2019
Q4
$4.51M Buy