Summit Wealth Partners’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $666K | Buy |
|
|||||
|
2025
Q2 | $662K | Buy |
|
|||||
|
2025
Q1 | $656K | Buy |
|
|||||
|
2024
Q4 | $646K | Sell |
|
|||||
|
2024
Q3 | $692K | Buy |
|
|||||
|
2024
Q2 | $670K | Buy |
|
|||||
|
2024
Q1 | $672K | Buy |
|
|||||
|
2023
Q4 | $676K | Buy |
|
|||||
|
2023
Q3 | $518K | Buy |
|
|||||
|
2023
Q2 | $396K | Buy |
|
|||||
|
2023
Q1 | $382K | Buy |
|
|||||
|
2022
Q4 | $333K | Buy |
|