ISHARES TR

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

Summit Wealth Partners, LLC's Holding History (CIK: 0002033312)

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

Q4 2025
Shares 2,384 Value ($000) $263 Avg Close — Range —
Q3 2025
Shares 3,037 Value ($000) $339 Avg Close — Range —
Q2 2025
Shares 3,186 Value ($000) $349 Avg Close — Range —
Q1 2025
Shares 3,256 Value ($000) $354 Avg Close — Range —
Q4 2024
Shares 3,325 Value ($000) $355 Avg Close — Range —
Q3 2024
Shares 5,118 Value ($000) $578 Avg Close — Range —
Q2 2024
Shares 5,175 Value ($000) $554 Avg Close — Range —
Q1 2024
Shares 5,986 Value ($000) $652 Avg Close — Range —
Q4 2023
Shares 6,391 Value ($000) $707 Avg Close — Range —
Q3 2023
Shares 6,899 Value ($000) $704 Avg Close — Range —
Q2 2023
Shares 8,349 Value ($000) $903 Avg Close — Range —
Q1 2023
Shares 10,943 Value ($000) $1,199 Avg Close — Range —
Q4 2022
Shares 19,699 Value ($000) $2,077 Avg Close — Range —
Q3 2022
Shares 28,650 Value ($000) $2,935 Avg Close — Range —
Q2 2022
Shares 29,910 Value ($000) $3,291 Avg Close — Range —
Q1 2022
Shares 49,339 Value ($000) $5,967 Avg Close — Range —
Q4 2021
Shares 48,060 Value ($000) $6,369 Avg Close — Range —
Q3 2021
Shares 47,905 Value ($000) $6,373 Avg Close — Range —
Q2 2021
Shares 47,430 Value ($000) $6,373 Avg Close — Range —
Q1 2021
Shares 46,189 Value ($000) $6,007 Avg Close — Range —
Q4 2020
Shares 47,519 Value ($000) $6,564 Avg Close — Range —
Q3 2020
Shares 49,612 Value ($000) $6,683 Avg Close — Range —
Q2 2020
Shares 47,610 Value ($000) $6,404 Avg Close — Range —
Q1 2020
Shares 32,581 Value ($000) $4,024 Avg Close — Range —
Q4 2019
Shares 35,209 Value ($000) $4,505 Avg Close — Range —