ISHARES TR

Ticker: IGSB CUSIP: 464288646 Class: Fixed Income ETF

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

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

Q4 2025
Shares 294,103 Value ($000) $15,552 Avg Close — Range —
Q3 2025
Shares 283,727 Value ($000) $15,046 Avg Close — Range —
Q2 2025
Shares 279,948 Value ($000) $14,770 Avg Close — Range —
Q1 2025
Shares 304,814 Value ($000) $15,963 Avg Close — Range —
Q4 2024
Shares 310,359 Value ($000) $16,046 Avg Close — Range —
Q3 2024
Shares 322,373 Value ($000) $16,976 Avg Close — Range —
Q2 2024
Shares 326,154 Value ($000) $16,712 Avg Close — Range —
Q1 2024
Shares 323,385 Value ($000) $16,583 Avg Close — Range —
Q4 2023
Shares 320,050 Value ($000) $16,411 Avg Close — Range —
Q3 2023
Shares 326,309 Value ($000) $16,260 Avg Close — Range —
Q2 2023
Shares 322,640 Value ($000) $16,187 Avg Close — Range —
Q1 2023
Shares 318,553 Value ($000) $16,100 Avg Close — Range —
Q4 2022
Shares 317,142 Value ($000) $15,800 Avg Close — Range —
Q3 2022
Shares 323,526 Value ($000) $15,943 Avg Close — Range —
Q2 2022
Shares 336,240 Value ($000) $16,997 Avg Close — Range —
Q1 2022
Shares 304,723 Value ($000) $15,760 Avg Close — Range —
Q4 2021
Shares 302,559 Value ($000) $16,302 Avg Close — Range —
Q3 2021
Shares 262,019 Value ($000) $14,317 Avg Close — Range —
Q2 2021
Shares 243,731 Value ($000) $13,359 Avg Close — Range —
Q1 2021
Shares 231,368 Value ($000) $12,651 Avg Close — Range —
Q4 2020
Shares 214,245 Value ($000) $11,820 Avg Close — Range —
Q3 2020
Shares 193,645 Value ($000) $10,633 Avg Close — Range —
Q2 2020
Shares 176,218 Value ($000) $9,641 Avg Close — Range —
Q1 2020
Shares 175,273 Value ($000) $9,177 Avg Close — Range —
Q4 2019
Shares 186,898 Value ($000) $10,023 Avg Close — Range —