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Ishares Tr ibnd dec25 etf shares owned by Summit Asset Management

Quarter-by-quarter ownership of Ishares Tr ibnd dec25 etf (IBDQ) shares owned by Summit Asset Management from 13F filings

Historical chart of Summit Asset Management investment in Ishares Tr ibnd dec25 etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibnd dec25 etf held by Summit Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibnd dec25 etf by Summit Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $14M 568k 24.76
2023-09-30 $13M 550k 24.37
2023-06-30 $13M 531k 24.38
2023-03-31 $13M 520k 24.53
2022-12-31 $12M 500k 24.32
2022-09-30 $9.7M 400k 24.13
2022-06-30 $8.6M 347k 24.70