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

Summit Wealth Partners, LLC

$524 Billion
Q2 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 11,760 shares of HYDB stock, worth $555,307. This represents 0.11% of its overall portfolio holdings.

Number of Shares

11,760

Previous 23,184 49.28%

Holding current value

$555,307

Previous $1.09 Billion 48.86%

% of portfolio

0.11%

Previous 0.22%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

241

Shares Held

25.8M

Call Options Held

Put Options Held

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About ISHARES TR EDGE HIGH YIELD DEF

Ticker HYDB
Sector ETFs
Industry ETFs

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