Summit Wealth Partners, LLC Ishares Tr Edge High Yield Def Transaction History

Summit Wealth Partners, LLC

$554 Billion
Q3 2025

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Tr Edge High Yield Def stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 9,603 shares of HYDB stock, worth $452,781. This represents 0.08% of its overall portfolio holdings.

Number of Shares

9,603

Previous 11,760 18.34%

Holding current value

$452,781

Previous $558 Million 17.71%

% of portfolio

0.08%

Previous 0.11%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$47.03 - $47.97 $101,443 - $103,471	-2,157 Reduced 18.34%	9,603 $459 Million
Q2 2025 Aug 11, 2025	SELL	$44.64 - $47.48 $509,967 - $542,411	-11,424 Reduced 49.28%	11,760 $558 Million
Q1 2025 May 06, 2025	SELL	$46.82 - $47.8 $263,830 - $269,353	-5,635 Reduced 19.55%	23,184 $1.09 Billion
Q4 2024 Jan 27, 2025	BUY	$46.68 - $47.95 $73,054 - $75,041	1,565 Added 5.74%	28,819 $1.35 Billion
Q3 2024 Oct 28, 2024	BUY	$46.14 - $48.06 $771,322 - $803,419	16,717 Added 158.65%	27,254 $1.31 Billion

Q2 2024 Sep 11, 2024	BUY	$45.56 - $46.71 $156,771 - $160,729	3,441 Added 48.49%	10,537 $489 Million
Q1 2024 Sep 11, 2024	BUY	$45.81 - $46.79 $325,067 - $332,021	7,096 New	7,096 $332 Million

Others Institutions Holding HYDB

# of Institutions

250

Shares Held

26.5M

Call Options Held

Put Options Held

View Full List

About ISHARES TR EDGE HIGH YIELD DEF

Ticker HYDB
Sector ETFs
Industry ETFs

More about HYDB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Partners, LLC with notifications on news.

Account

Summit Wealth Partners, LLC Ishares Tr Edge High Yield Def Transaction History