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Summit X LLC’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Summit X LLC’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
2024
Q4 		– Sell
-2,588
Closed -$277K – 230
2024
Q3 		$277K Sell
2,588
-185
-7% -$20.5K 0.07% 169
2024
Q2 		$297K Sell
2,773
-7,969
-74% -$850K 0.07% 183
2024
Q1 		$1.17M Sell
10,742
-13,592
-56% -$1.48M 0.3% 70
2023
Q4 		$2.69M Buy
24,334
+1,414
+6% +$147K 0.77% 23
2023
Q3 		$2.34M Buy
22,920
+17,416
+316% +$1.84M 0.74% 25
2023
Q2 		$595K Buy
5,504
+625
+13% +$67.6K 0.14% 142
2023
Q1 		$535K Buy
+4,879
New +$528K 0.14% 147
2022
Q4 		– Sell
-5,841
Closed -$592K – 254
2022
Q3 		$592K Buy
+5,841
New +$644K 0.17% 131
2021
Q2 		– Sell
-12,596
Closed -$1.65M – 270
2021
Q1 		$1.65M Sell
12,596
-21,054
-63% -$2.8M 0.45% 54
2020
Q4 		$4.64M Buy
+33,650
New +$4.58M 1.37% 14
2020
Q2 		$7.05M Buy
+52,398
New +$6.81M 2.61% 6
2019
Q4 		– Sell
-8,681
Closed -$1.12M – 241
2019
Q3 		$1.12M Sell
8,681
-10,811
-55% -$1.36M 0.45% 58
2019
Q2 		$2.4M Sell
19,492
-7,573
-28% -$909K 0.98% 24
2019
Q1 		$3.23M Sell
27,065
-10,578
-28% -$1.23M 1.38% 13
2018
Q4 		$4.24M Buy
37,643
+1,833
+5% +$206K 2.45% 6
2018
Q3 		$4.12M Buy
35,810
+13,461
+60% +$1.55M 2.02% 8
2018
Q2 		$2.55M Buy
22,349
+2,639
+13% +$304K 1.42% 17
2018
Q1 		$2.31M Buy
19,710
+13,333
+209% +$1.58M 1.39% 17
2017
Q4 		$759K Sell
6,377
-3,901
-38% -$472K 0.48% 52
2017
Q3 		$1.24M Buy
10,278
+3,218
+46% +$389K 0.82% 30
2017
Q2 		$842K Buy
+7,060
New +$844K 0.6% 38

Other funds holding LQD

MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Summit X LLC's LQD Position: Q4 2024 in Review

Summit X LLC sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2024, closing a stake of 2,588 shares — an estimated $277K sold.

Summit X LLC first reported a position in LQD in Q2 2017 and held it in 21 quarters. The position peaked at $7.05M in Q2 2020. 1,083 funds tracked by Wall St. Rank hold LQD as of Q4 2024.

  • Summit X LLC reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Summit X LLC sold 2,588 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $277K.
  • Summit X LLC first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2017 and held it in 21 quarters.
  • Summit X LLC's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $7.05M in Q2 2020.
  • 1,083 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Summit X LLC's 13F filing for Q4 2024, filed 7 Feb 2025.