Summit Investment Advisors’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.3M	Buy	54,449 +307	+0.6%	+$7.33K	1.07%	26
2025 Q1	$1.25M	Sell	54,142 -206	-0.4%	-$4.77K	1.12%	26
2024 Q4	$1.26M	Buy	+54,348	New	+$1.26M	1.12%	22