SUMMIT INVESTMENT ADVISORS, INC. IBDS Holdings History
SUMMIT INVESTMENT ADVISORS, INC.'s iShares iBonds Dec 2027 Term Corporate ETF Holding Summary
As of 2025-03-31, SUMMIT INVESTMENT ADVISORS, INC. held 252,469.00 shares of iShares iBonds Dec 2027 Term Corporate ETF(IBDS), totaling $6.09 Mil. This investment constitutes 5.41% of their stock portfolio, and SUMMIT INVESTMENT ADVISORS, INC. now holds 0.2% of the outstanding iShares iBonds Dec 2027 Term Corporate ETF(IBDS) stock.
The initial trade took place in 2024Q4. And since then SUMMIT INVESTMENT ADVISORS, INC. has made 1 purchases of IBDS, at an average price of $24.07, for a total of 252,469.00 shares. Based on historical transaction data and IBDS's current price of $24.20, SUMMIT INVESTMENT ADVISORS, INC.'s estimated gain on his IBDS holdings is $33,015.61, reflecting a 0.54% gain to date.
SUMMIT INVESTMENT ADVISORS, INC. IBDS ($24.20) Holding Chart
SUMMIT INVESTMENT ADVISORS, INC. IBDS ($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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