Summit Investment Advisors’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.92M Buy
81,772
+7,562
+10% +$177K 1.58% 19
2025
Q1
$1.71M Buy
+74,210
New +$1.71M 1.52% 19