Summit Wealth Partners’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Summit Wealth Partners’s Portfolio IBDU Stock Details IBDU Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$362K	Buy
2025 Q1	–	Sell
2024 Q4	$338K	Sell
2024 Q3	$380K	Hold
2024 Q2	$366K	Buy
2024 Q1	$328K	Hold
2023 Q4	$331K	Buy