Ishares Tr core tl usd bd shares owned by Summit Financial
Quarter-by-quarter ownership of Ishares Tr core tl usd bd (IUSB) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in Ishares Tr core tl usd bd
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Quarterly reported holdings in Ishares Tr core tl usd bd by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $8.7M | 184k | 47.12 |
| 2024-06-30 | $8.7M | 193k | 45.22 |
| 2024-03-31 | $8.4M | 184k | 45.59 |
| 2023-12-31 | $6.9M | 150k | 46.07 |
| 2023-09-30 | $5.4M | 124k | 43.72 |
| 2023-06-30 | $6.0M | 133k | 45.47 |
| 2023-03-31 | $4.2M | 91k | 46.15 |
| 2022-12-31 | $4.1M | 91k | 44.93 |
| 2022-09-30 | $4.1M | 91k | 44.50 |
| 2022-06-30 | $4.1M | 88k | 46.82 |
| 2022-03-31 | $4.3M | 88k | 49.63 |
| 2021-12-31 | $6.0M | 113k | 52.93 |
| 2021-09-30 | $5.9M | 111k | 53.24 |
| 2021-06-30 | $5.8M | 109k | 53.49 |
| 2021-03-31 | $5.0M | 94k | 52.75 |
| 2020-12-31 | $5.0M | 92k | 54.58 |
| 2020-09-30 | $4.9M | 90k | 54.38 |
| 2020-06-30 | $4.3M | 80k | 54.33 |
| 2020-03-31 | $4.6M | 87k | 52.50 |
| 2019-12-31 | $4.0M | 77k | 52.11 |
| 2019-09-30 | $7.2M | 138k | 52.41 |
| 2019-06-30 | $4.3M | 84k | 51.68 |
| 2019-03-31 | $3.9M | 77k | 50.60 |
| 2018-12-31 | $3.5M | 71k | 49.24 |