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Ishares Tr core strm usbd shares owned by Summit Financial

Quarter-by-quarter ownership of Ishares Tr core strm usbd (ISTB) shares owned by Summit Financial from 13F filings

Historical chart of Summit Financial investment in Ishares Tr core strm usbd

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr core strm usbd 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 core strm usbd by Summit Financial

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.7M 36k 47.37
2019-03-31 $374k 7.5k 49.86
2018-12-31 $367k 7.5k 49.06

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Top funds holding Ishares Tr core strm usbd

Acorns Advisers
Trust Point
Charles Schwab Investment Management
BlackRock
Raymond James Financial Services Advisors
Bank of America Corporation
Spinnaker Trust
Royal Bank of Canada
Mariner Wealth Advisors
Townsend & Associates
Cahaba Wealth Management
Prosperity Planning
Jpmorgan Chase & Co
MBL Wealth
Morgan Stanley

View all funds holding Ishares Tr core strm usbd