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Summit Investment Advisors’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Summit Investment Advisors’s Portfolio IBHF Stock Details IBHF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$7.04M Buy
304,244
+12,779
+4% +$296K 5.8% 4
2025
Q1 		$6.72M Buy
291,465
+11,621
+4% +$268K 5.98% 4
2024
Q4 		$6.53M Buy
+279,844
New +$6.53M 5.81% 5