SUMMIT INVESTMENT ADVISORS, INC. IBHH Holdings History
SUMMIT INVESTMENT ADVISORS, INC.'s iShares iBonds 2028 Term High Yield and Income ETF Holding Summary
As of 2025-03-31, SUMMIT INVESTMENT ADVISORS, INC. held 93,541.00 shares of iShares iBonds 2028 Term High Yield and Income ETF(IBHH), totaling $2.17 Mil. This investment constitutes 1.93% of their stock portfolio, and SUMMIT INVESTMENT ADVISORS, INC. now holds 0.98% of the outstanding iShares iBonds 2028 Term High Yield and Income ETF(IBHH) stock.
The initial trade took place in 2025Q1. And since then SUMMIT INVESTMENT ADVISORS, INC. has made 1 purchases of IBHH, at an average price of $23.52, for a total of 93,541.00 shares. Based on historical transaction data and IBHH's current price of $23.69, SUMMIT INVESTMENT ADVISORS, INC.'s estimated gain on his IBHH holdings is $15,901.97, reflecting a 0.72% gain to date.
SUMMIT INVESTMENT ADVISORS, INC. IBHH ($23.69) Holding Chart
SUMMIT INVESTMENT ADVISORS, INC. IBHH ($23.69) 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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