Summit Investment Advisors’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.19M	Buy	97,610 +7,270	+8%	+$163K	1.8%	18
2025 Q1	$2.01M	Buy	90,340 +80,037	+777%	+$1.78M	1.79%	18
2024 Q4	$231K	Buy	+10,303	New	+$231K	0.21%	49