SUMMIT INVESTMENT ADVISORS, INC. IBDQ Holdings History
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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