SAM
IBTD

Summit Asset Management’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Summit Asset Management’s Portfolio IBTD Stock Details IBTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-15,920
Closed -$395K – 157
2023
Q3 		$395K Hold
15,920
– – 0.11% 96
2023
Q2 		$395K Hold
15,920
– – 0.1% 97
2023
Q1 		$395K Sell
15,920
-1,215
-7% -$30.1K 0.11% 97
2022
Q4 		$423K Buy
+17,135
New +$423K 0.12% 89