Summit Financial Consulting LLC LQD Holdings History
Summit Financial Consulting LLC's iShares iBoxx USD Investment Grade Corporate Bond ETF Holding Summary
As of 2025-06-30, Summit Financial Consulting LLC held 4,235.00 shares of iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD), totaling $464,200.00. This investment constitutes 0.42% of their stock portfolio, and Summit Financial Consulting LLC now holds 0% of the outstanding iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD) stock.
The initial trade took place in 2025Q1. In addition, there have been 1 sales at an average price of $107.33 for 164,875.00 shares. Based on historical transaction data and LQD's current price of $108.97, Summit Financial Consulting LLC's estimated gain on his LQD holdings is $-64,080.80, reflecting a -0.35% gain to date.
Summit Financial Consulting LLC LQD ($108.97) Holding Chart
Summit Financial Consulting LLC LQD ($108.97) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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