Summit Wealth Partners’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$217K	Hold
2025 Q2	$215K	Hold
2025 Q1	$213K	Hold
2024 Q4	$209K	Sell
2024 Q3	$249K	Hold
2024 Q2	$239K	Hold
2024 Q1	$240K	Hold
2023 Q4	$243K	Buy