ISHARES TR

Ticker: LQD CUSIP: 464287242 Class: IBOXX INV CP ETF

SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s Holding History (CIK: 0001766995)

Note: Option positions (PUT/CALL) are excluded.

Q3 2023
Shares 3,121 Value ($000) $318 Avg Close — Range —
Q2 2023
Shares 3,932 Value ($000) $425 Avg Close — Range —
Q1 2023
Shares 4,921 Value ($000) $539 Avg Close — Range —
Q4 2022
Shares 5,537 Value ($000) $584 Avg Close — Range —
Q3 2022
Shares 6,264 Value ($000) $642 Avg Close — Range —
Q2 2022
Shares 5,889 Value ($000) $648 Avg Close — Range —
Q1 2022
Shares 6,073 Value ($000) $734 Avg Close — Range —
Q4 2021
Shares 6,709 Value ($000) $889 Avg Close — Range —
Q3 2021
Shares 6,972 Value ($000) $928 Avg Close — Range —
Q2 2021
Shares 6,952 Value ($000) $934 Avg Close — Range —
Q1 2021
Shares 6,965 Value ($000) $906 Avg Close — Range —
Q4 2020
Shares 6,358 Value ($000) $878 Avg Close — Range —
Q3 2020
Shares 6,230 Value ($000) $839 Avg Close — Range —
Q2 2020
Shares 6,468 Value ($000) $870 Avg Close — Range —
Q1 2020
Shares 7,003 Value ($000) $865 Avg Close — Range —
Q4 2019
Shares 7,198 Value ($000) $921 Avg Close — Range —
Q3 2019
Shares 5,787 Value ($000) $738 Avg Close — Range —
Q2 2019
Shares 5,662 Value ($000) $704 Avg Close — Range —
Q1 2019
Shares 7,648 Value ($000) $911 Avg Close — Range —
Q4 2018
Shares 7,557 Value ($000) $853 Avg Close — Range —