Number of Shares
20,961.00
Current Holdings Value*
$525,920.00
% of Portfolio
0.47%
Total Estimate Gain
$12,509.13
% of Total Estimate Gain
0.25%

SUMMIT INVESTMENT ADVISORS, INC.'s iShares iBonds Dec 2025 Term Corporate ETF Holding Summary

As of 2025-03-31, SUMMIT INVESTMENT ADVISORS, INC. held 20,961.00 shares of iShares iBonds Dec 2025 Term Corporate ETF(IBDQ), totaling $525,920.00. This investment constitutes 0.47% of their stock portfolio, and SUMMIT INVESTMENT ADVISORS, INC. now holds 0.02% of the outstanding iShares iBonds Dec 2025 Term Corporate ETF(IBDQ) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $25.11 for 177,044.00 shares. Based on historical transaction data and IBDQ's current price of $25.14, SUMMIT INVESTMENT ADVISORS, INC.'s estimated gain on his IBDQ holdings is $12,509.13, reflecting a 0.25% gain to date.

SUMMIT INVESTMENT ADVISORS, INC. IBDQ ($25.14) Holding Chart

SUMMIT INVESTMENT ADVISORS, INC. IBDQ ($25.14) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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