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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-12,549
Closed -$317K – 195
2023
Q2 		$317K Buy
12,549
+2,384
+23% +$60.1K 0.08% 140
2023
Q1 		$256K Buy
+10,165
New +$255K 0.07% 162

Other funds holding IBDO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

Summit Wealth Partners's IBDO Position: Q3 2023 in Review

Summit Wealth Partners sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q3 2023, closing a stake of 12,549 shares — an estimated $317K sold.

Summit Wealth Partners first reported a position in IBDO in Q1 2023 and held it in 2 quarters. The position peaked at $317K in Q2 2023. 287 funds tracked by Wall St. Rank hold IBDO as of Q3 2023.

  • Summit Wealth Partners reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q3 2023 after selling out during the quarter.
  • Summit Wealth Partners sold 12,549 iShares iBonds Dec 2023 Term Corporate ETF shares in Q3 2023, an estimated $317K.
  • Summit Wealth Partners first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2023 and held it in 2 quarters.
  • Summit Wealth Partners's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $317K in Q2 2023.
  • 287 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q3 2023.

Based on Summit Wealth Partners's 13F filing for Q3 2023, filed 11 Sep 2024.