Summit X LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $277K | Sell |
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|
2024
Q2 | $297K | Sell |
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|
2024
Q1 | $1.17M | Sell |
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|
2023
Q4 | $2.69M | Buy |
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|
2023
Q3 | $2.34M | Buy |
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|
2023
Q2 | $595K | Buy |
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|
2023
Q1 | $535K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $592K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.65M | Sell |
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|
2020
Q4 | $4.64M | Sell |
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|
2020
Q3 | $88.1K | Buy |
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|
2020
Q2 | $7.05M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $1.12M | Sell |
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|
2019
Q2 | $2.4M | Sell |
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|
2019
Q1 | $3.23M | Sell |
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|
2018
Q4 | $4.24M | Buy |
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|
2018
Q3 | $4.12M | Buy |
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|
2018
Q2 | $2.55M | Buy |
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|
2018
Q1 | $2.31M | Buy |
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|
2017
Q4 | $759K | Sell |
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|
2017
Q3 | $1.24M | Buy |
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|
2017
Q2 | $842K | Buy |
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