iShares IBoxx $ Invest Grade Corp Bd shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of iShares IBoxx $ Invest Grade Corp Bd (LQD) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in iShares IBoxx $ Invest Grade Corp Bd
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All positions including iShares IBoxx $ Invest Grade Corp Bd held by Summit Wealth Partners 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 Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $554k | 5.2k | 107.12 |
| 2024-03-31 | $652k | 6.0k | 108.93 |
| 2023-12-31 | $707k | 6.4k | 110.67 |
| 2023-09-30 | $704k | 6.9k | 102.03 |
| 2023-06-30 | $903k | 8.3k | 108.14 |
| 2023-03-31 | $1.2M | 11k | 109.61 |
| 2022-12-31 | $2.1M | 20k | 105.43 |
| 2022-09-30 | $2.9M | 29k | 102.45 |
| 2022-06-30 | $3.3M | 30k | 110.03 |
| 2022-03-31 | $6.0M | 49k | 120.94 |
| 2021-12-31 | $6.4M | 48k | 132.52 |
| 2021-09-30 | $6.4M | 48k | 133.03 |
| 2021-06-30 | $6.4M | 47k | 134.36 |
| 2021-03-31 | $6.0M | 46k | 130.05 |
| 2020-12-31 | $6.6M | 48k | 138.13 |
| 2020-09-30 | $6.7M | 50k | 134.71 |
| 2020-06-30 | $6.4M | 48k | 134.50 |
| 2020-03-31 | $4.0M | 33k | 123.51 |
| 2019-12-31 | $4.5M | 35k | 127.96 |
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