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iShares IBoxx $ Invest Grade Corp Bd shares owned by Summit Financial

Quarter-by-quarter ownership of iShares IBoxx $ Invest Grade Corp Bd (LQD) shares owned by Summit Financial from 13F filings

Historical chart of Summit Financial investment in iShares IBoxx $ Invest Grade Corp Bd

Tip: Access up to 7 years of quarterly data

All positions including iShares IBoxx $ Invest Grade Corp Bd held by Summit Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares IBoxx $ Invest Grade Corp Bd by Summit Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.0M 62k 112.98
2024-06-30 $6.7M 63k 107.12
2024-03-31 $347k 3.2k 108.92

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View all positions for Summit Financial

Top funds holding iShares IBoxx $ Invest Grade Corp Bd

Bank of America Corporation
Meiji Yasuda Life Insurance Company
Goldman Sachs Group
BlackRock
UBS Group
Japan Science & Technology Agency
Financial Engines Advisors L.L.C
Citadel Advisors
Allianz Investment Management U.S
Jane Street
Wealthfront Advisers
Ontario Teachers' Pension Plan Board
Ameriprise Financial
Wells Fargo & Company
Sona Asset Management

View all funds holding iShares IBoxx $ Invest Grade Corp Bd