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Ishares Tr edeg hig yleld shares owned by Summit Financial

Quarter-by-quarter ownership of Ishares Tr edeg hig yleld (HYDB) shares owned by Summit Financial from 13F filings

Historical chart of Summit Financial investment in Ishares Tr edeg hig yleld

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr edeg hig yleld held by Summit Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr edeg hig yleld by Summit Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $245k 5.2k 46.77
2026-03-31 $202k 4.3k 46.52

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View all positions for Summit Financial

Top funds holding Ishares Tr edeg hig yleld

Renaissancere Holdings
Factory Mutual Insurance Company
LPL Financial
Sontag Advisory
Bank of America Corporation
Ameriprise Financial
Apollon Wealth Management
Envestnet Asset Management
Morgan Stanley
SHP Wealth Management
Savvy Advisors
Capital Investment Counsel
Liberty Square Wealth Partners
Cornerstone Planning Group
Manning & Napier Advisors

View all funds holding Ishares Tr edeg hig yleld