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iShares Barclays Inter Crd Bd Fund ETF) shares owned by Summit Wealth Group

Quarter-by-quarter ownership of iShares Barclays Inter Crd Bd Fund ETF) (IGIB) shares owned by Summit Wealth Group from 13F filings

Historical chart of Summit Wealth Group investment in iShares Barclays Inter Crd Bd Fund ETF)

Tip: Access up to 7 years of quarterly data

All positions including iShares Barclays Inter Crd Bd Fund 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 Barclays Inter Crd Bd Fund ETF) by Summit Wealth Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $6.2M 120k 51.26
2023-06-30 $1.7M 33k 50.57
2023-03-31 $21k 1.1M 0.02

More positions owned by Summit Wealth Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Core Us Aggbd Et (AGG)
2023 Etf Series Trust Eagle Capital Se (EAGL)
Ishares Tr Msci Usa Value (VLUE)
Ishares Tr Global Tech Etf (IXN)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard World Health Car Etf (VHT)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Apple (AAPL)

View all positions for Summit Wealth Group

Top funds holding iShares Barclays Inter Crd Bd Fund ETF)

Financial Engines Advisors L.L.C
Prudential
Us Bancorp
Northern Trust
Charles Schwab Investment Management
Japan Science & Technology Agency
Envestnet Asset Management
Bank of America Corporation
Goldman Sachs Group
The Allstate Corporation
Assetmark
Morgan Stanley
One Capital Management
FMR
Matson Money

View all funds holding iShares Barclays Inter Crd Bd Fund ETF)