Ishares Tr core tl usd bd shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of Ishares Tr core tl usd bd (IUSB) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in Ishares Tr core tl usd bd
Tip: Access up to 7 years of quarterly data
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Quarterly reported holdings in Ishares Tr core tl usd bd by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $5.4M | 120k | 45.22 |
| 2024-03-31 | $3.4M | 75k | 45.59 |
| 2023-12-31 | $2.6M | 57k | 46.07 |
| 2023-09-30 | $1.5M | 34k | 43.72 |
| 2023-06-30 | $1.2M | 27k | 45.47 |
| 2023-03-31 | $1.7M | 36k | 46.15 |
| 2022-12-31 | $3.1M | 69k | 44.93 |
| 2022-09-30 | $3.3M | 75k | 44.50 |
| 2022-06-30 | $3.8M | 81k | 46.82 |
| 2022-03-31 | $924k | 19k | 49.63 |
| 2021-12-31 | $886k | 17k | 52.93 |
| 2021-09-30 | $855k | 16k | 53.24 |
| 2021-06-30 | $763k | 14k | 53.49 |
| 2021-03-31 | $738k | 14k | 52.75 |
| 2020-12-31 | $564k | 10k | 54.58 |
| 2020-09-30 | $395k | 7.3k | 54.38 |