SUMMIT INVESTMENT ADVISORS, INC. IBHG Holdings History
SUMMIT INVESTMENT ADVISORS, INC.'s iShares iBonds 2027 Term High Yield and Income ETF Holding Summary
As of 2025-03-31, SUMMIT INVESTMENT ADVISORS, INC. held 90,340.00 shares of iShares iBonds 2027 Term High Yield and Income ETF(IBHG), totaling $2.01 Mil. This investment constitutes 1.79% of their stock portfolio, and SUMMIT INVESTMENT ADVISORS, INC. now holds 0.73% of the outstanding iShares iBonds 2027 Term High Yield and Income ETF(IBHG) stock.
The initial trade took place in 2024Q4. And since then SUMMIT INVESTMENT ADVISORS, INC. has made 1 purchases of IBHG, at an average price of $22.40, for a total of 90,340.00 shares. Based on historical transaction data and IBHG's current price of $22.48, SUMMIT INVESTMENT ADVISORS, INC.'s estimated gain on his IBHG holdings is $7,330.23, reflecting a 0.36% gain to date.
SUMMIT INVESTMENT ADVISORS, INC. IBHG ($22.48) Holding Chart
SUMMIT INVESTMENT ADVISORS, INC. IBHG ($22.48) 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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