SWP
IBDP

Summit Wealth Partners’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Summit Wealth Partners’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-29,024
Closed -$732K – 242
2024
Q3 		$732K Sell
29,024
-201
-0.7% -$5.05K 0.14% 109
2024
Q2 		$734K Sell
29,225
-5,960
-17% -$149K 0.15% 102
2024
Q1 		$881K Sell
35,185
-301
-0.8% -$7.52K 0.19% 87
2023
Q4 		$884K Buy
35,486
+5,047
+17% +$125K 0.21% 79
2023
Q3 		$753K Buy
30,439
+2,229
+8% +$54.9K 0.19% 80
2023
Q2 		$695K Buy
28,210
+14,269
+102% +$351K 0.17% 85
2023
Q1 		$343K Buy
+13,941
New +$342K 0.09% 134

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Summit Wealth Partners's IBDP Position: Q4 2024 in Review

Summit Wealth Partners sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 29,024 shares — an estimated $732K sold.

Summit Wealth Partners first reported a position in IBDP in Q1 2023 and held it in 7 quarters. The position peaked at $884K in Q4 2023. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Summit Wealth Partners reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Summit Wealth Partners sold 29,024 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $732K.
  • Summit Wealth Partners first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2023 and held it in 7 quarters.
  • Summit Wealth Partners's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $884K in Q4 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Summit Wealth Partners's 13F filing for Q4 2024, filed 27 Jan 2025.