ISHARES TR

Ticker: ISTB CUSIP: 46432F859 Class: CORE 1 5 YR USD

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

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

Q4 2025
Shares 75,755 Value ($000) $3,693 Avg Close — Range —
Q3 2025
Shares 74,312 Value ($000) $3,629 Avg Close — Range —
Q2 2025
Shares 73,974 Value ($000) $3,599 Avg Close — Range —
Q1 2025
Shares 76,162 Value ($000) $3,682 Avg Close — Range —
Q4 2024
Shares 76,867 Value ($000) $3,672 Avg Close — Range —
Q3 2024
Shares 77,039 Value ($000) $3,750 Avg Close — Range —
Q2 2024
Shares 77,658 Value ($000) $3,679 Avg Close — Range —
Q1 2024
Shares 81,493 Value ($000) $3,866 Avg Close — Range —
Q4 2023
Shares 79,879 Value ($000) $3,799 Avg Close — Range —
Q3 2023
Shares 77,589 Value ($000) $3,599 Avg Close — Range —
Q2 2023
Shares 70,950 Value ($000) $3,309 Avg Close — Range —
Q1 2023
Shares 72,351 Value ($000) $3,412 Avg Close — Range —
Q4 2022
Shares 84,823 Value ($000) $3,939 Avg Close — Range —
Q3 2022
Shares 76,238 Value ($000) $3,515 Avg Close — Range —
Q2 2022
Shares 81,871 Value ($000) $3,881 Avg Close — Range —
Q1 2022
Shares 86,876 Value ($000) $4,210 Avg Close — Range —
Q4 2021
Shares 84,947 Value ($000) $4,284 Avg Close — Range —
Q3 2021
Shares 80,678 Value ($000) $4,120 Avg Close — Range —
Q2 2021
Shares 78,752 Value ($000) $4,039 Avg Close — Range —
Q1 2021
Shares 75,009 Value ($000) $3,847 Avg Close — Range —
Q4 2020
Shares 68,754 Value ($000) $3,550 Avg Close — Range —
Q3 2020
Shares 53,462 Value ($000) $2,756 Avg Close — Range —
Q2 2020
Shares 49,230 Value ($000) $2,534 Avg Close — Range —
Q1 2020
Shares 46,515 Value ($000) $2,349 Avg Close — Range —
Q4 2019
Shares 47,149 Value ($000) $2,376 Avg Close — Range —