SIAS
IBHE

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

Summit Investment Advisory Services’s Portfolio IBHE Stock Details IBHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-32,656
Closed -$760K – 87
2024
Q2 		$760K Buy
+32,656
New +$760K 0.89% 22

Other funds holding IBHE

AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

Summit Investment Advisory Services's IBHE Position: Q3 2024 in Review

Summit Investment Advisory Services sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q3 2024, closing a stake of 32,656 shares — an estimated $760K sold.

Summit Investment Advisory Services first reported a position in IBHE in Q2 2024 and held it in 1 quarter. The position peaked at $760K in Q2 2024. 111 funds tracked by Wall St. Rank hold IBHE as of Q3 2024.

  • Summit Investment Advisory Services reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q3 2024 after selling out during the quarter.
  • Summit Investment Advisory Services sold 32,656 iShares iBonds 2025 Term High Yield and Income ETF shares in Q3 2024, an estimated $760K.
  • Summit Investment Advisory Services first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q2 2024 and held it in 1 quarter.
  • Summit Investment Advisory Services's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $760K in Q2 2024.
  • 111 funds tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q3 2024.

Based on Summit Investment Advisory Services's 13F filing for Q3 2024, filed 16 Oct 2024.