ISHARES TR

Ticker: IEF CUSIP: 464287440 Class: Fixed Income ETF

Summit Wealth Partners, LLC's Holding History (CIK: 0002033312)

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

Q4 2025
Shares 93,174 Value ($000) $8,960 Avg Close — Range —
Q3 2025
Shares 97,558 Value ($000) $9,410 Avg Close — Range —
Q2 2025
Shares 94,432 Value ($000) $9,044 Avg Close — Range —
Q1 2025
Shares 103,643 Value ($000) $9,884 Avg Close — Range —
Q4 2024
Shares 99,943 Value ($000) $9,240 Avg Close — Range —
Q3 2024
Shares 103,479 Value ($000) $10,153 Avg Close — Range —
Q2 2024
Shares 105,245 Value ($000) $9,856 Avg Close — Range —
Q1 2024
Shares 95,610 Value ($000) $9,050 Avg Close — Range —
Q4 2023
Shares 90,637 Value ($000) $8,736 Avg Close — Range —
Q3 2023
Shares 83,216 Value ($000) $7,622 Avg Close — Range —
Q2 2023
Shares 72,424 Value ($000) $6,996 Avg Close — Range —
Q1 2023
Shares 65,059 Value ($000) $6,449 Avg Close — Range —
Q4 2022
Shares 6,414 Value ($000) $614 Avg Close — Range —
Q3 2022
Shares 3,394 Value ($000) $326 Avg Close — Range —
Q2 2022
Shares 3,290 Value ($000) $337 Avg Close — Range —
Q1 2022
Shares 5,779 Value ($000) $621 Avg Close — Range —
Q4 2021
Shares 6,245 Value ($000) $718 Avg Close — Range —
Q3 2021
Shares 6,346 Value ($000) $731 Avg Close — Range —
Q2 2021
Shares 6,341 Value ($000) $732 Avg Close — Range —
Q1 2021
Shares 6,452 Value ($000) $729 Avg Close — Range —
Q4 2020
Shares 8,687 Value ($000) $1,042 Avg Close — Range —
Q3 2020
Shares 25,394 Value ($000) $3,093 Avg Close — Range —
Q2 2020
Shares 26,286 Value ($000) $3,203 Avg Close — Range —
Q1 2020
Shares 4,500 Value ($000) $547 Avg Close — Range —
Q4 2019
Shares 4,500 Value ($000) $496 Avg Close — Range —