SUMMIT INVESTMENT ADVISORS, INC. IBDR Holdings History
SUMMIT INVESTMENT ADVISORS, INC.'s iShares iBonds Dec 2026 Term Corporate ETF Holding Summary
As of 2025-03-31, SUMMIT INVESTMENT ADVISORS, INC. held 178,471.00 shares of iShares iBonds Dec 2026 Term Corporate ETF(IBDR), totaling $4.31 Mil. This investment constitutes 3.83% of their stock portfolio, and SUMMIT INVESTMENT ADVISORS, INC. now holds 0.13% of the outstanding iShares iBonds Dec 2026 Term Corporate ETF(IBDR) stock.
The initial trade took place in 2024Q4. And since then SUMMIT INVESTMENT ADVISORS, INC. has made 1 purchases of IBDR, at an average price of $24.11, for a total of 178,471.00 shares. Based on historical transaction data and IBDR's current price of $24.20, SUMMIT INVESTMENT ADVISORS, INC.'s estimated gain on his IBDR holdings is $15,846.83, reflecting a 0.37% gain to date.
SUMMIT INVESTMENT ADVISORS, INC. IBDR ($24.20) Holding Chart
SUMMIT INVESTMENT ADVISORS, INC. IBDR ($24.20) 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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