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Ishares Tr ibonds etf shares owned by Summit Wealth Group

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

Historical chart of Summit Wealth Group 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 Wealth Group 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 Wealth Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $675k 28k 24.28

More positions owned by Summit Wealth Group

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Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Broad Usd High (USHY)
Ishares Tr Msci Usa Mmentm (MTUM)
2023 Etf Series Trust Eagle Capital Se (EAGL)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr Global Tech Etf (IXN)
Ishares Tr Ultra Short Dur (ICSH)
Vanguard Bd Index Fds Long Term Bond (BLV)

View all positions for Summit Wealth Group

Top funds holding Ishares Tr ibonds etf

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

View all funds holding Ishares Tr ibonds etf