ISHARES TR

Ticker: IGIB CUSIP: 464288638 Class: ISHS 5-10YR INVT

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

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

Q4 2025
Shares 266,020 Value ($000) $14,333 Avg Close — Range —
Q3 2025
Shares 264,979 Value ($000) $14,333 Avg Close — Range —
Q2 2025
Shares 254,896 Value ($000) $13,583 Avg Close — Range —
Q1 2025
Shares 257,058 Value ($000) $13,501 Avg Close — Range —
Q4 2024
Shares 250,413 Value ($000) $12,899 Avg Close — Range —
Q3 2024
Shares 246,664 Value ($000) $13,251 Avg Close — Range —
Q2 2024
Shares 244,981 Value ($000) $12,558 Avg Close — Range —
Q1 2024
Shares 236,810 Value ($000) $12,219 Avg Close — Range —
Q4 2023
Shares 228,142 Value ($000) $11,863 Avg Close — Range —
Q3 2023
Shares 213,440 Value ($000) $10,384 Avg Close — Range —
Q2 2023
Shares 204,974 Value ($000) $10,366 Avg Close — Range —
Q1 2023
Shares 179,984 Value ($000) $9,230 Avg Close — Range —
Q4 2022
Shares 177,102 Value ($000) $8,768 Avg Close — Range —
Q3 2022
Shares 200,507 Value ($000) $9,680 Avg Close — Range —
Q2 2022
Shares 209,351 Value ($000) $10,689 Avg Close — Range —
Q1 2022
Shares 246,690 Value ($000) $13,536 Avg Close — Range —
Q4 2021
Shares 235,693 Value ($000) $13,970 Avg Close — Range —
Q3 2021
Shares 224,360 Value ($000) $13,475 Avg Close — Range —
Q2 2021
Shares 215,774 Value ($000) $13,059 Avg Close — Range —
Q1 2021
Shares 207,095 Value ($000) $12,266 Avg Close — Range —
Q4 2020
Shares 200,193 Value ($000) $12,370 Avg Close — Range —
Q3 2020
Shares 185,095 Value ($000) $11,256 Avg Close — Range —
Q2 2020
Shares 161,096 Value ($000) $9,727 Avg Close — Range —
Q1 2020
Shares 158,310 Value ($000) $8,694 Avg Close — Range —
Q4 2019
Shares 169,497 Value ($000) $9,827 Avg Close — Range —