iShares IBoxx $ Invest Grade Corp Bd shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of iShares IBoxx $ Invest Grade Corp Bd (LQD) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit Investment Advisors investment in iShares IBoxx $ Invest Grade Corp Bd
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All positions including iShares IBoxx $ Invest Grade Corp Bd held by Summit Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares IBoxx $ Invest Grade Corp Bd by Summit Investment Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $5.5M | 49k | 112.98 |
2024-06-30 | $5.3M | 49k | 107.12 |
2024-03-31 | $5.0M | 46k | 108.92 |
2023-12-31 | $5.1M | 46k | 110.66 |
2023-09-30 | $4.3M | 42k | 102.02 |
2023-06-30 | $3.5M | 32k | 108.14 |
2023-03-31 | $3.8M | 35k | 109.61 |
2022-12-31 | $4.2M | 38k | 110.23 |
2022-09-30 | $3.9M | 38k | 102.45 |
2022-06-30 | $3.9M | 35k | 110.03 |
2022-03-31 | $3.6M | 29k | 120.93 |
2021-12-31 | $59k | 451 | 130.82 |
2021-09-30 | $58k | 441 | 131.52 |
2021-06-30 | $87k | 651 | 133.64 |
2021-03-31 | $76k | 591 | 128.60 |
2020-12-31 | $81k | 590 | 137.29 |
2020-09-30 | $79k | 590 | 133.90 |
2020-06-30 | $79k | 590 | 133.90 |
2020-03-31 | $72k | 590 | 122.03 |
2019-12-31 | $78k | 615 | 126.83 |
2019-09-30 | $79k | 625 | 126.40 |
2019-06-30 | $77k | 625 | 123.20 |
2019-03-31 | $73k | 615 | 118.70 |
2018-12-31 | $69k | 615 | 112.20 |
2018-09-30 | $89k | 780 | 114.10 |
2018-06-30 | $89k | 780 | 114.10 |
2018-03-31 | $91k | 780 | 116.67 |
2017-12-31 | $943k | 780 | 1208.97 |
2017-09-30 | $110k | 915 | 120.22 |
2017-06-30 | $110k | 915 | 120.22 |
2017-03-31 | $107k | 915 | 116.94 |
2016-12-31 | $144k | 1.2k | 116.60 |
2016-09-30 | $153k | 1.2k | 122.89 |
2016-06-30 | $152k | 1.2k | 122.09 |
2016-03-31 | $183k | 1.5k | 118.45 |
2015-12-31 | $188k | 1.7k | 113.94 |
2015-09-30 | $207k | 1.8k | 115.97 |
2015-06-30 | $208k | 1.8k | 115.24 |
2015-03-31 | $223k | 1.8k | 121.20 |
2014-12-31 | $228k | 1.9k | 119.37 |
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