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iShares 10+ Year Govt/Credit Bond Fund shares owned by Summit Wealth Partners

Quarter-by-quarter ownership of iShares 10+ Year Govt/Credit Bond Fund (ILTB) shares owned by Summit Wealth Partners from 13F filings

Historical chart of Summit Wealth Partners investment in iShares 10+ Year Govt/Credit Bond Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares 10+ Year Govt/Credit Bond Fund held by Summit Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares 10+ Year Govt/Credit Bond Fund by Summit Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.0M 57k 53.27
2024-06-30 $2.7M 53k 49.71
2024-03-31 $1.6M 32k 51.11
2023-12-31 $1.0M 20k 52.58
2023-09-30 $919k 19k 47.25
2023-06-30 $1.0M 20k 52.60
2023-03-31 $1.0M 19k 53.73
2022-12-31 $972k 19k 50.92
2022-09-30 $1.0M 20k 50.19
2022-06-30 $1.2M 22k 55.59
2022-03-31 $1.5M 24k 64.03
2021-12-31 $1.7M 23k 72.14
2021-09-30 $1.6M 22k 71.59
2021-06-30 $1.6M 22k 72.26
2021-03-31 $1.4M 20k 68.55
2020-12-31 $1.5M 19k 76.42
2020-09-30 $918k 12k 75.50
2020-06-30 $990k 13k 74.97
2020-03-31 $938k 13k 71.23
2019-12-31 $1.0M 15k 68.10