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
Download as csvQuarterly reported holdings in iShares 10+ Year Govt/Credit Bond Fund by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 24k | 50.49 |
| 2025-06-30 | $1.7M | 34k | 49.42 |
| 2025-03-31 | $3.2M | 64k | 50.00 |
| 2024-12-31 | $3.5M | 71k | 48.65 |
| 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 |
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