Ishares Tr core strm usbd shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of Ishares Tr core strm usbd (ISTB) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in Ishares Tr core strm usbd
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Quarterly reported holdings in Ishares Tr core strm usbd by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $3.7M | 78k | 47.37 |
| 2024-03-31 | $3.9M | 82k | 47.44 |
| 2023-12-31 | $3.8M | 80k | 47.56 |
| 2023-09-30 | $3.6M | 78k | 46.38 |
| 2023-06-30 | $3.3M | 71k | 46.64 |
| 2023-03-31 | $3.4M | 72k | 47.16 |
| 2022-12-31 | $3.9M | 85k | 46.44 |
| 2022-09-30 | $3.5M | 76k | 46.10 |
| 2022-06-30 | $3.9M | 82k | 47.40 |
| 2022-03-31 | $4.2M | 87k | 48.46 |
| 2021-12-31 | $4.3M | 85k | 50.43 |
| 2021-09-30 | $4.1M | 81k | 51.07 |
| 2021-06-30 | $4.0M | 79k | 51.29 |
| 2021-03-31 | $3.8M | 75k | 51.29 |
| 2020-12-31 | $3.6M | 69k | 51.64 |
| 2020-09-30 | $2.8M | 54k | 51.55 |
| 2020-06-30 | $2.5M | 49k | 51.47 |
| 2020-03-31 | $2.3M | 47k | 50.50 |
| 2019-12-31 | $2.4M | 47k | 50.40 |