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
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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 |
|---|---|---|---|
| 2025-09-30 | $9.7M | 87k | 111.47 |
| 2025-06-30 | $7.1M | 65k | 109.61 |
| 2025-03-31 | $7.4M | 68k | 108.69 |
| 2024-12-31 | $6.8M | 63k | 106.84 |
| 2024-09-30 | $7.0M | 62k | 112.98 |
| 2024-06-30 | $6.7M | 63k | 107.12 |
| 2024-03-31 | $347k | 3.2k | 108.92 |
Top funds holding iShares IBoxx $ Invest Grade Corp Bd
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