ISHARES TR

Ticker: IEF CUSIP: 464287440 Class: Fixed Income ETF

Summit Asset Management, LLC's Holding History (CIK: 0001509974)

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

Q4 2025
Shares 97,234 Value ($000) $9,350 Avg Close — Range —
Q3 2025
Shares 202,217 Value ($000) $19,506 Avg Close — Range —
Q2 2025
Shares 191,791 Value ($000) $18,368 Avg Close — Range —
Q1 2025
Shares 188,324 Value ($000) $17,960 Avg Close — Range —
Q4 2024
Shares 182,088 Value ($000) $16,834 Avg Close — Range —
Q3 2024
Shares 180,394 Value ($000) $17,700 Avg Close — Range —
Q2 2024
Shares 163,221 Value ($000) $15,286 Avg Close — Range —
Q1 2024
Shares 152,605 Value ($000) $14,446 Avg Close — Range —
Q4 2023
Shares 137,310 Value ($000) $13,235 Avg Close — Range —
Q3 2023
Shares 4,000 Value ($000) $366 Avg Close — Range —
Q2 2023
Shares 4,000 Value ($000) $386 Avg Close — Range —