IGIB — ISHARES TR

Ownership history in Summit Wealth Group, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Summit Wealth Group, LLC reported a position in ISHARES TR (IGIB). 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
4.65% (2025 Q2)
Avg. % of fund
2.38%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 357,940 +8,742 +2.5% 4.50% $19.3M $53.46
2025 Q3 ADDED 349,198 +9,749 +2.9% 4.57% $18.9M $52.83
2025 Q2 ADDED 339,449 +239,992 +241.3% 4.65% $18.1M $51.45
2025 Q1 ADDED 99,457 +1,119 +1.1% 1.53% $5.2M $50.12
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IGIB price (monthly, adj. close)

Other funds also holding IGIB

As of 2025 Q4 — sorted by position size

Thoma Capital Management LLC 19.39% Klaas Financial Asset Advisors, LLC 3Y 13.13% BCK Partners, Inc. 3Y 11.21% Dodds Wealth, LLC 11.08% Flagstone Financial Management 3Y 10.51% MFA WEALTH ADVISORS, LLC 3Y 7Y 9.08% One Capital Management, LLC 3Y 7Y 8.61% Mendota Financial Group, LLC 3Y 8.18% Mittelman Wealth Management 6.87% Financial Engines Advisors L.L.C. 3Y 7Y 6.45%
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