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Ishares Tr ibonds dec2026 shares owned by Summit Investment Advisory Services

Quarter-by-quarter ownership of Ishares Tr ibonds dec2026 (IBDR) shares owned by Summit Investment Advisory Services from 13F filings

Historical chart of Summit Investment Advisory Services investment in Ishares Tr ibonds dec2026

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds dec2026 held by Summit Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibonds dec2026 by Summit Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.9M 121k 23.82

More positions owned by Summit Investment Advisory Services

Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ishares Tr Core Div Grwth (DGRO)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Index Fds Growth Etf (VUG)
Franklin Templeton Etf Tr Income Focus Etf (INCM)

View all positions for Summit Investment Advisory Services

Top funds holding Ishares Tr ibonds dec2026

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
Northwestern Mutual Wealth Management Company
Mercer Global Advisors
Capital Advisors
Envestnet Asset Management
LPL Financial
Stifel Financial
Hm Payson & Co
Raymond James Financial Services Advisors
Gratus Wealth Advisors
Royal Bank of Canada
Benjamin F. Edwards & Company
Sigma Investment Counselors

View all funds holding Ishares Tr ibonds dec2026