Summit Place Financial Advisors »

Ishares Tr ibonds dec2026 shares owned by Summit Place Financial Advisors

Quarter-by-quarter ownership of Ishares Tr ibonds dec2026 (IBDR) shares owned by Summit Place Financial Advisors from 13F filings

Historical chart of Summit Place Financial Advisors 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 Place Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr ibonds dec2026 by Summit Place Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $218k 9.0k 24.23

More positions owned by Summit Place Financial Advisors

Apple (AAPL)
NVIDIA Corporation (NVDA)
Ge Vernova (GEV)
Ishares Gold Tr Ishares New (IAU)
Microsoft Corporation (MSFT)
Ge Aerospace Com New (GE)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Core S&p Scp Etf (IJR)
Wisdomtree Tr Blmbg Us Bull (USDU)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Raytheon Technologies Corp (RTX)
Wal-Mart Stores (WMT)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Johnson & Johnson (JNJ)
Amazon (AMZN)

View all positions for Summit Place Financial Advisors

Top funds holding Ishares Tr ibonds dec2026

Bank of America Corporation
Lido Advisors
Mercer Global Advisors
Hm Payson & Co
LPL Financial
Morgan Stanley
Raymond James Financial
Commonwealth Equity Services
Gratus Wealth Advisors
Kathmere Capital Management
Pamela Horwath
Sound View Wealth Advisors Group
Captrust Financial Advisors
Royal Bank of Canada
HighTower Advisors

View all funds holding Ishares Tr ibonds dec2026