ISHARES TR

Ticker: IGSB CUSIP: 464288646 Class: Fixed Income ETF

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

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

Q4 2025
Shares 308,927 Value ($000) $16,336 Avg Close Range
Q3 2025
Shares 283,802 Value ($000) $15,050 Avg Close Range
Q2 2025
Shares 276,923 Value ($000) $14,610 Avg Close Range
Q1 2025
Shares 257,948 Value ($000) $13,509 Avg Close Range
Q4 2024
Shares 232,384 Value ($000) $12,014 Avg Close Range
Q3 2024
Shares 198,769 Value ($000) $10,467 Avg Close Range
Q2 2024
Shares 149,574 Value ($000) $7,664 Avg Close Range
Q1 2024
Shares 17,960 Value ($000) $921 Avg Close Range
Q4 2023
Shares 16,349 Value ($000) $838 Avg Close Range