ISHARES TR

Ticker: SLQD CUSIP: 46434V100 Class: 0-5YR INVT GR CP

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

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

Q4 2025
Shares 138,510 Value ($000) $7,022 Avg Close — Range —
Q3 2025
Shares 140,741 Value ($000) $7,154 Avg Close — Range —
Q2 2025
Shares 145,753 Value ($000) $7,374 Avg Close — Range —
Q1 2025
Shares 140,002 Value ($000) $7,039 Avg Close — Range —
Q4 2024
Shares 147,227 Value ($000) $7,323 Avg Close — Range —
Q3 2024
Shares 137,494 Value ($000) $6,934 Avg Close — Range —
Q2 2024
Shares 90,503 Value ($000) $4,457 Avg Close — Range —
Q1 2024
Shares 92,203 Value ($000) $4,538 Avg Close — Range —
Q4 2023
Shares 108,294 Value ($000) $5,328 Avg Close — Range —
Q3 2023
Shares 107,464 Value ($000) $5,158 Avg Close — Range —
Q2 2023
Shares 102,110 Value ($000) $4,923 Avg Close — Range —
Q1 2023
Shares 13,721 Value ($000) $665 Avg Close — Range —
Q4 2022
Shares 13,714 Value ($000) $656 Avg Close — Range —
Q3 2022
Shares 17,066 Value ($000) $808,945 Avg Close — Range —
Q2 2022
Shares 17,672 Value ($000) $856,367 Avg Close — Range —
Q1 2022
Shares 17,745 Value ($000) $875,901 Avg Close — Range —
Q4 2021
Shares 18,324 Value ($000) $935,442 Avg Close — Range —
Q3 2021
Shares 13,461 Value ($000) $695,677 Avg Close — Range —
Q2 2021
Shares 15,849 Value ($000) $821,451 Avg Close — Range —
Q1 2021
Shares 15,597 Value ($000) $807,603 Avg Close — Range —
Q4 2020
Shares 15,495 Value ($000) $809,133 Avg Close — Range —