ISHARES TR

Ticker: MBB CUSIP: 464288588 Class: Fixed Income ETF

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

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

Q4 2025
Shares 7,307 Value ($000) $696 Avg Close — Range —
Q3 2025
Shares 8,682 Value ($000) $826 Avg Close — Range —
Q2 2025
Shares 7,957 Value ($000) $747 Avg Close — Range —
Q1 2025
Shares 8,314 Value ($000) $780 Avg Close — Range —
Q4 2024
Shares 7,000 Value ($000) $642 Avg Close — Range —
Q3 2024
Shares 7,417 Value ($000) $711 Avg Close — Range —
Q2 2024
Shares 7,237 Value ($000) $664 Avg Close — Range —
Q1 2024
Shares 5,739 Value ($000) $530 Avg Close — Range —
Q4 2023
Shares 5,928 Value ($000) $558 Avg Close — Range —
Q3 2023
Shares 5,441 Value ($000) $483 Avg Close — Range —
Q2 2023
Shares 7,024 Value ($000) $655 Avg Close — Range —