Summit Wealth Partners’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $778K | Hold |
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|
2025
Q2 | $776K | Sell |
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|
2025
Q1 | $885K | Sell |
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|
2024
Q4 | $916K | Buy |
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|
2024
Q3 | $775K | Buy |
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|
2024
Q2 | $738K | Sell |
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|
2024
Q1 | $779K | Hold |
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|
2023
Q4 | $780K | Buy |
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|
2023
Q3 | $534K | Buy |
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|
2023
Q2 | $417K | Buy |
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|
2023
Q1 | $326K | Buy |
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