Summit Financial, LLC
Position in IBDY — iShares iBonds Dec 2033 Term Corporate ETF
CIK 1765536
PARSIPPANY, NJ
All Filings in IBDY
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBDY | $52,698,973 | 2,038,645 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 IBDY | $51,029,070 | 1,952,145 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 IBDY | $48,653,004 | 1,854,861 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||