Number of Shares
291,465.00
Current Holdings Value*
$6.72 Mil
% of Portfolio
5.98%
Total Estimate Gain
$-464.84
% of Total Estimate Gain
-0.01%

SUMMIT INVESTMENT ADVISORS, INC.'s iShares iBonds 2026 Term High Yield and Income ETF Holding Summary

As of 2025-03-31, SUMMIT INVESTMENT ADVISORS, INC. held 291,465.00 shares of iShares iBonds 2026 Term High Yield and Income ETF(IBHF), totaling $6.72 Mil. This investment constitutes 5.98% of their stock portfolio, and SUMMIT INVESTMENT ADVISORS, INC. now holds 0.84% of the outstanding iShares iBonds 2026 Term High Yield and Income ETF(IBHF) stock.

The initial trade took place in 2024Q4. And since then SUMMIT INVESTMENT ADVISORS, INC. has made 1 purchases of IBHF, at an average price of $23.24, for a total of 291,465.00 shares. Based on historical transaction data and IBHF's current price of $23.24, SUMMIT INVESTMENT ADVISORS, INC.'s estimated gain on his IBHF holdings is $-464.84, reflecting a -0.01% gain to date.

SUMMIT INVESTMENT ADVISORS, INC. IBHF ($23.24) Holding Chart

SUMMIT INVESTMENT ADVISORS, INC. IBHF ($23.24) 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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