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Ishares Tr ibonds etf shares owned by Summit Asset Management

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

Historical chart of Summit Asset Management investment in Ishares Tr ibonds etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds 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 ibonds etf by Summit Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $17M 716k 24.34
2025-06-30 $17M 686k 24.27
2025-03-31 $16M 673k 24.18
2024-12-31 $16M 659k 23.96
2024-09-30 $278k 11k 24.37

More positions owned by Summit Asset Management

Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Internl Divid (SCHY)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibonds Dec25 Etf (IBDQ)

View all positions for Summit Asset Management

Top funds holding Ishares Tr ibonds etf

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Royal Bank of Canada
HighTower Advisors
Sound View Wealth Advisors Group
Capital Investment Advisors

View all funds holding Ishares Tr ibonds etf