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Ishares Ibonds Dec 2024 Term T shares owned by Summit Asset Management

Quarter-by-quarter ownership of Ishares Ibonds Dec 2024 Term T (IBTE) shares owned by Summit Asset Management from 13F filings

Historical chart of Summit Asset Management investment in Ishares Ibonds Dec 2024 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2024 Term T 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 Ibonds Dec 2024 Term T by Summit Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $203k 8.5k 23.86
2023-09-30 $463k 19k 23.84
2023-06-30 $463k 19k 23.80
2023-03-31 $424k 18k 24.01
2022-12-31 $421k 18k 23.85

More positions owned by Summit Asset Management

Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Schwab Strategic Tr Internl Divid (SCHY)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)

View all positions for Summit Asset Management

Top funds holding Ishares Ibonds Dec 2024 Term T

Captrust Financial Advisors
Granite Bay Wealth Management
Bank of America Corporation
UBS Group
Wells Fargo & Company
Campbell Wealth Management
Hills Bank And Trust Company
InterOcean Capital Group
Royal Bank of Canada
Capital Investment Advisors
Stifel Financial
CliftonLarsonAllen Wealth Advisors
Ambassador Advisors
Rockefeller Capital Management
Financial Strategies Group

View all funds holding Ishares Ibonds Dec 2024 Term T