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Ishares Tr ibonds etf shares owned by Summit Investment Advisors

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

Historical chart of Summit Investment Advisors 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 Investment Advisors 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 Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $6.4M 262k 24.23

More positions owned by Summit Investment Advisors

Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Ishares Tr Ibonds 2026 Term (IBHF)
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Rus 1000 Etf (IWB)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Ishares Tr Ibonds Dec2026 (IBDR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
Ishares Tr Rus 1000 Val Etf (IWD)
First Tr Exchange-traded Dow 30 Eql Wgt (EDOW)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS)

View all positions for Summit Investment Advisors

Top funds holding Ishares Tr ibonds etf

Capital Advisors
Morgan Stanley
Mercer Global Advisors
Hm Payson & Co
Lido Advisors
UBS Group
Raymond James Financial
LPL Financial
Aptus Capital Advisors
Wells Fargo & Company
Ameriprise Financial
Royal Bank of Canada
HighTower Advisors
Sound View Wealth Advisors Group
Capital Investment Advisors

View all funds holding Ishares Tr ibonds etf