ISHARES TR

Ticker: HYG CUSIP: 464288513 Class: IBOXX HI YD ETF

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

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

Q4 2025
Shares 7,913 Value ($000) $638 Avg Close — Range —
Q3 2025
Shares 9,336 Value ($000) $758 Avg Close — Range —
Q2 2025
Shares 11,766 Value ($000) $949 Avg Close — Range —
Q1 2025
Shares 14,134 Value ($000) $1,115 Avg Close — Range —
Q4 2024
Shares 15,178 Value ($000) $1,194 Avg Close — Range —
Q3 2024
Shares 16,000 Value ($000) $1,285 Avg Close — Range —
Q2 2024
Shares 19,781 Value ($000) $1,526 Avg Close — Range —
Q1 2024
Shares 18,021 Value ($000) $1,401 Avg Close — Range —
Q4 2023
Shares 17,393 Value ($000) $1,346 Avg Close — Range —
Q3 2023
Shares 16,962 Value ($000) $1,250 Avg Close — Range —
Q2 2023
Shares 16,848 Value ($000) $1,265 Avg Close — Range —
Q1 2023
Shares 16,476 Value ($000) $1,245 Avg Close — Range —
Q4 2022
Shares 16,437 Value ($000) $1,210 Avg Close — Range —
Q3 2022
Shares 18,494 Value ($000) $1,320 Avg Close — Range —
Q2 2022
Shares 19,808 Value ($000) $1,458 Avg Close — Range —
Q1 2022
Shares 20,057 Value ($000) $1,650 Avg Close — Range —
Q4 2021
Shares 19,565 Value ($000) $1,702 Avg Close — Range —
Q3 2021
Shares 19,932 Value ($000) $1,744 Avg Close — Range —
Q2 2021
Shares 19,412 Value ($000) $1,709 Avg Close — Range —
Q1 2021
Shares 19,205 Value ($000) $1,674 Avg Close — Range —
Q4 2020
Shares 18,595 Value ($000) $1,623 Avg Close — Range —
Q3 2020
Shares 17,121 Value ($000) $1,436 Avg Close — Range —
Q2 2020
Shares 16,544 Value ($000) $1,350 Avg Close — Range —
Q1 2020
Shares 16,717 Value ($000) $1,288 Avg Close — Range —
Q4 2019
Shares 15,809 Value ($000) $1,390 Avg Close — Range —