Summit Investment Advisors »

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

Tip: Access up to 7 years of quarterly data

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
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