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Ishares Tr ibonds dec 28 shares owned by Summit Financial

Quarter-by-quarter ownership of Ishares Tr ibonds dec 28 (IBMQ) shares owned by Summit Financial from 13F filings

Historical chart of Summit Financial investment in Ishares Tr ibonds dec 28

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All positions including Ishares Tr ibonds dec 28 held by Summit Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibonds dec 28 by Summit Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 47k 25.64

More positions owned by Summit Financial

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Summit Financial

Top funds holding Ishares Tr ibonds dec 28

Vishria Bird Financial Group
Hartland & Co
Mercer Global Advisors
Us Bancorp
HighTower Advisors
Wells Fargo & Company
Goss Wealth Management
LBMC Investment Advisors
Hengehold Capital Management
Hills Bank And Trust Company
Pamela Horwath
UBS Group
Covington Investment Advisors
Kathmere Capital Management
Northwestern Mutual Wealth Management Company

View all funds holding Ishares Tr ibonds dec 28