IBDY — ISHARES TR

Ownership history in Summit Financial, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Summit Financial, LLC reported a position in ISHARES TR (IBDY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.75% (2025 Q4)
Avg. % of fund
0.75%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,952,145 +97,284 +5.2% 0.75% $51.0M $25.93
2025 Q3 INITIATED 1,854,861 — — 0.74% $48.7M $25.61
% of Fund (quarterly)    IBDY price (monthly, adj. close)

Other funds also holding IBDY

As of 2025 Q4 — sorted by position size

Envision Financial Planning, LLC 7.8% INSTRUMENTAL WEALTH, LLC 6.55% PFG Private Wealth Management, LLC 3Y 5.3% 4Thought Financial Group Inc. 3Y 2.27% MV CAPITAL MANAGEMENT, INC. 3Y 7Y 2.05% SIGMA INVESTMENT COUNSELORS INC 3Y 7Y 1.71% Guidance Point Advisors, LLC 3Y 7Y 1.61% Marathon Mission, Inc. 1.49% ARROW FINANCIAL CORP 3Y 7Y 1.45% Evergreen Private Wealth LLC 1.37%
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