SWP
IBDO

Summit Wealth Partners’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Summit Wealth Partners’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-12,549
Closed -$317K – 195
2023
Q2 		$317K Buy
12,549
+2,384
+23% +$60.3K 0.08% 140
2023
Q1 		$256K Buy
+10,165
New +$256K 0.07% 162