ISHARES TR

Ticker: TIP CUSIP: 464287176 Class: TIPS BD ETF

Summit Financial, LLC's Holding History (CIK: 0001765536)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 34,512 Value ($000) $3,793 Avg Close — Range —
Q3 2025
Shares 32,118 Value ($000) $3,572 Avg Close — Range —
Q2 2025
Shares 31,847 Value ($000) $3,504 Avg Close — Range —
Q1 2025
Shares 33,001 Value ($000) $3,666 Avg Close — Range —
Q4 2024
Shares 33,050 Value ($000) $3,522 Avg Close — Range —
Q3 2024
Shares 28,603 Value ($000) $3,160 Avg Close — Range —
Q2 2024
Shares 13,118 Value ($000) $1,401 Avg Close — Range —
Q1 2024
Shares 14,542 Value ($000) $1,562 Avg Close — Range —
Q4 2023
Shares 15,770 Value ($000) $1,695 Avg Close — Range —
Q3 2023
Shares 17,350 Value ($000) $1,799 Avg Close — Range —
Q2 2023
Shares 19,992 Value ($000) $2,152 Avg Close — Range —
Q1 2023
Shares 18,921 Value ($000) $2,086 Avg Close — Range —
Q4 2022
Shares 19,197 Value ($000) $2,043 Avg Close — Range —
Q3 2022
Shares 19,750 Value ($000) $2,071,821 Avg Close — Range —
Q2 2022
Shares 12,513 Value ($000) $1,425,379 Avg Close — Range —
Q1 2022
Shares 12,195 Value ($000) $1,519,098 Avg Close — Range —
Q4 2021
Shares 6,516 Value ($000) $842,108 Avg Close — Range —
Q3 2021
Shares 6,368 Value ($000) $813,104 Avg Close — Range —
Q2 2021
Shares 3,318 Value ($000) $424,697 Avg Close — Range —
Q1 2021
Shares 2,981 Value ($000) $374,170 Avg Close — Range —
Q4 2020
Shares 2,953 Value ($000) $376,930 Avg Close — Range —
Q3 2020
Shares 2,846 Value ($000) $359,963 Avg Close — Range —
Q2 2020
Shares 2,394 Value ($000) $294,428 Avg Close — Range —
Q1 2020
Shares 2,507 Value ($000) $295,672 Avg Close — Range —
Q4 2019
Shares 2,219 Value ($000) $258,702 Avg Close — Range —
Q2 2019
Shares 2,388 Value ($000) $275,783 Avg Close — Range —
Q1 2019
Shares 3,865 Value ($000) $437,007 Avg Close — Range —
Q4 2018
Shares 3,554 Value ($000) $389,202 Avg Close — Range —