Summit Wealth Partners’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$586K	Hold	24,186	–	–	0.09%	142
2025 Q4	$587K	Buy	24,186 +6,719	+38%	+$163K	0.11%	115
2025 Q3	$425K	Hold	17,467	–	–	0.08%	146
2025 Q2	$424K	Hold	17,467	–	–	0.08%	144
2025 Q1	$422K	Sell	17,467 -211	-1%	-$5.08K	0.09%	139
2024 Q4	$424K	Sell	17,678 -278	-2%	-$6.69K	0.09%	133
2024 Q3	$438K	Hold	17,956	–	–	0.08%	149
2024 Q2	$426K	Buy	17,956 +845	+5%	+$20K	0.09%	145
2024 Q1	$407K	Sell	17,111 -1,229	-7%	-$29.3K	0.09%	144
2023 Q4	$439K	Buy	18,340 +2,782	+18%	+$64.9K	0.1%	128
2023 Q3	$360K	Buy	15,558 +2,129	+16%	+$49.7K	0.09%	130
2023 Q2	$315K	Buy	13,429 +846	+7%	+$20K	0.08%	141
2023 Q1	$300K	Buy	12,583 +2,913	+30%	+$68.8K	0.08%	145
2022 Q4	$226K	Buy	+9,670	New	+$224K	0.06%	161