Summit Financial, LLC
Position in IBDZ — iShares iBonds Dec 2034 Term Corporate ETF
CIK 1765536
PARSIPPANY, NJ
All Filings in IBDZ
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBDZ | $45,744,864 | 1,755,367 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 IBDZ | $43,707,088 | 1,657,455 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 IBDZ | $13,822,951 | 522,212 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||