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Ishares Tr cr 5 10 yr etf shares owned by Summit Financial

Quarter-by-quarter ownership of Ishares Tr cr 5 10 yr etf (IMTB) shares owned by Summit Financial from 13F filings

Historical chart of Summit Financial investment in Ishares Tr cr 5 10 yr etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr cr 5 10 yr etf 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 cr 5 10 yr etf by Summit Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.8M 63k 44.21

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)
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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 cr 5 10 yr etf

Mariner Wealth Advisors
Octavia Wealth Advisors
YCMNET Advisors
Wealth Enhancement Advisory Services
First National Corp
PFG Advisors
Global Retirement Partners
Morgan Stanley
UBS Group
Jpmorgan Chase & Co
LPL Financial
Summit Financial
Raymond James Financial
Jane Street
Phillips Financial Management

View all funds holding Ishares Tr cr 5 10 yr etf