ISHARES TR

Ticker: SHYG CUSIP: 46434V407 Class: 0-5YR HI YL CP

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

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

Q4 2025
Shares 34,395 Value ($000) $1,475 Avg Close — Range —
Q3 2025
Shares 52,860 Value ($000) $2,289 Avg Close — Range —
Q2 2025
Shares 68,625 Value ($000) $2,960 Avg Close — Range —
Q1 2025
Shares 165,148 Value ($000) $7,022 Avg Close — Range —
Q4 2024
Shares 192,152 Value ($000) $8,188 Avg Close — Range —
Q3 2024
Shares 197,571 Value ($000) $8,579 Avg Close — Range —
Q2 2024
Shares 205,498 Value ($000) $8,672 Avg Close — Range —
Q1 2024
Shares 198,453 Value ($000) $8,444 Avg Close — Range —
Q4 2023
Shares 202,683 Value ($000) $8,557 Avg Close — Range —
Q3 2023
Shares 215,969 Value ($000) $8,861 Avg Close — Range —
Q2 2023
Shares 214,376 Value ($000) $8,886 Avg Close — Range —
Q1 2023
Shares 217,627 Value ($000) $9,071 Avg Close — Range —
Q4 2022
Shares 234,200 Value ($000) $9,576 Avg Close — Range —
Q3 2022
Shares 277,047 Value ($000) $11,065 Avg Close — Range —
Q2 2022
Shares 299,620 Value ($000) $12,150 Avg Close — Range —
Q1 2022
Shares 311,141 Value ($000) $13,678 Avg Close — Range —
Q4 2021
Shares 312,744 Value ($000) $14,167 Avg Close — Range —
Q3 2021
Shares 303,769 Value ($000) $13,882 Avg Close — Range —
Q2 2021
Shares 289,807 Value ($000) $13,349 Avg Close — Range —
Q1 2021
Shares 277,477 Value ($000) $12,711 Avg Close — Range —
Q4 2020
Shares 262,654 Value ($000) $11,935 Avg Close — Range —
Q3 2020
Shares 234,290 Value ($000) $10,297 Avg Close — Range —
Q2 2020
Shares 234,297 Value ($000) $10,049 Avg Close — Range —
Q1 2020
Shares 247,817 Value ($000) $10,128 Avg Close — Range —
Q4 2019
Shares 274,332 Value ($000) $12,737 Avg Close — Range —